iShares S&P MidCap 400 Index shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.2M | 141k | 65.26 |
| 2025-06-30 | $8.9M | 142k | 62.45 |
| 2025-03-31 | $8.3M | 141k | 58.79 |
| 2024-12-31 | $8.7M | 140k | 62.31 |
| 2024-09-30 | $11M | 171k | 62.32 |
| 2024-06-30 | $10M | 176k | 58.52 |
| 2024-03-31 | $11M | 174k | 60.74 |
| 2023-12-31 | $9.8M | 35k | 277.15 |
| 2023-09-30 | $8.7M | 35k | 249.35 |
| 2023-06-30 | $9.2M | 35k | 261.48 |
| 2023-03-31 | $8.9M | 36k | 250.16 |
| 2022-12-31 | $9.0M | 37k | 241.89 |
| 2022-09-30 | $7.7M | 35k | 219.26 |
| 2022-06-30 | $8.1M | 36k | 226.23 |
| 2022-03-31 | $10M | 37k | 268.34 |
| 2021-12-31 | $11M | 38k | 283.08 |
| 2021-09-30 | $10M | 39k | 263.07 |
| 2021-06-30 | $12M | 43k | 268.73 |
| 2021-03-31 | $11M | 44k | 260.28 |
| 2020-12-31 | $10M | 44k | 229.83 |
| 2020-09-30 | $7.9M | 43k | 185.31 |
| 2020-06-30 | $7.9M | 44k | 177.82 |
| 2020-03-31 | $6.6M | 46k | 143.86 |
| 2019-12-31 | $8.7M | 42k | 205.82 |
More positions owned by Independent Solutions Wealth Management
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