iShares S&P MidCap 400 Index shares owned by Independence Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Independence Wealth Advisors
from 13F filings
Historical chart of Independence Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Independence Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $7.9M | 34k | 229.84 |
| 2020-09-30 | $6.6M | 35k | 185.30 |
| 2020-06-30 | $6.3M | 35k | 177.81 |
| 2020-03-31 | $4.9M | 34k | 143.87 |
| 2019-12-31 | $7.2M | 35k | 205.82 |
| 2019-09-30 | $6.6M | 34k | 193.24 |
| 2019-06-30 | $7.2M | 37k | 194.26 |
| 2019-03-31 | $6.6M | 35k | 189.41 |
| 2018-12-31 | $7.6M | 46k | 166.07 |
| 2018-09-30 | $9.2M | 46k | 201.29 |
| 2018-06-30 | $9.1M | 47k | 194.78 |
| 2018-03-31 | $9.2M | 49k | 187.57 |
| 2017-12-31 | $9.5M | 50k | 189.78 |
More positions owned by Independence Wealth Advisors
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