iShares S&P MidCap 400 Index shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $48M | 191k | 249.35 |
| 2023-06-30 | $46M | 177k | 261.48 |
| 2023-03-31 | $33M | 130k | 250.16 |
| 2022-12-31 | $26M | 109k | 241.89 |
| 2022-09-30 | $26M | 116k | 219.26 |
| 2022-06-30 | $23M | 103k | 226.23 |
| 2022-03-31 | $24M | 91k | 268.34 |
| 2021-12-31 | $27M | 94k | 283.08 |
| 2021-09-30 | $25M | 96k | 263.07 |
| 2021-06-30 | $25M | 92k | 268.73 |
| 2021-03-31 | $23M | 88k | 260.28 |
| 2020-12-31 | $21M | 89k | 229.83 |
| 2020-09-30 | $17M | 92k | 185.31 |
| 2020-06-30 | $15M | 83k | 177.82 |
| 2020-03-31 | $12M | 82k | 143.86 |
| 2019-12-31 | $23M | 111k | 205.81 |
| 2019-09-30 | $12M | 64k | 193.23 |
| 2019-06-30 | $15M | 79k | 192.84 |
| 2019-03-31 | $14M | 75k | 189.40 |
| 2018-12-31 | $11M | 69k | 166.06 |
| 2018-09-30 | $13M | 66k | 199.77 |
| 2018-06-30 | $13M | 65k | 194.85 |
| 2018-03-31 | $12M | 63k | 183.16 |
| 2017-12-31 | $12M | 59k | 194.17 |
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