iShares S&P MidCap 400 Index shares owned by Instrumental Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Instrumental Wealth
from 13F filings
Historical chart of Instrumental Wealth investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Instrumental Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Instrumental Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 316k | 64.53 |
| 2025-06-30 | $19M | 299k | 62.52 |
| 2025-03-31 | $16M | 281k | 56.59 |
| 2024-12-31 | $14M | 218k | 62.00 |
| 2024-09-30 | $13M | 201k | 63.40 |
| 2024-06-30 | $12M | 197k | 60.42 |
| 2024-03-31 | $11M | 185k | 59.15 |
| 2023-12-31 | $11M | 40k | 273.54 |
| 2023-09-30 | $10M | 42k | 250.51 |
| 2023-06-30 | $10M | 38k | 267.79 |
| 2023-03-31 | $9.0M | 37k | 244.34 |