iShares S&P MidCap 400 Index shares owned by Intercontinental Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Intercontinental Wealth Advisors
from 13F filings
Historical chart of Intercontinental Wealth Advisors 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 Intercontinental Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Intercontinental Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $392k | 1.5k | 261.48 |
| 2023-03-31 | $375k | 1.5k | 250.16 |
| 2022-12-31 | $362k | 1.5k | 241.89 |
| 2022-09-30 | $328k | 1.5k | 218.96 |
| 2022-06-30 | $337k | 1.5k | 226.17 |
| 2022-03-31 | $400k | 1.5k | 268.46 |
| 2021-12-31 | $422k | 1.5k | 283.22 |
| 2021-09-30 | $392k | 1.5k | 263.09 |
| 2021-06-30 | $400k | 1.5k | 268.46 |
| 2021-03-31 | $388k | 1.5k | 260.40 |
| 2020-12-31 | $381k | 1.7k | 229.79 |
| 2020-09-30 | $232k | 1.3k | 185.60 |
| 2020-06-30 | $222k | 1.3k | 177.60 |
| 2020-03-31 | $314k | 1.7k | 189.38 |
| 2019-12-31 | $260k | 1.3k | 208.00 |
| 2019-09-30 | $242k | 1.3k | 193.60 |
| 2019-06-30 | $282k | 1.5k | 194.48 |
| 2019-03-31 | $314k | 1.7k | 189.38 |
| 2018-12-31 | $275k | 1.7k | 165.86 |
| 2018-09-30 | $334k | 1.7k | 201.45 |
| 2018-06-30 | $323k | 1.7k | 194.81 |
| 2018-03-31 | $311k | 1.7k | 187.58 |
| 2017-12-31 | $315k | 1.7k | 189.99 |
| 2017-09-30 | $297k | 1.7k | 179.13 |
| 2017-06-30 | $292k | 1.7k | 173.81 |
| 2017-03-31 | $288k | 1.7k | 171.43 |
| 2016-12-31 | $278k | 1.7k | 165.48 |
| 2016-03-31 | $208k | 1.4k | 144.34 |
| 2015-12-31 | $201k | 1.4k | 139.49 |
More positions owned by Intercontinental Wealth Advisors
View all positions for Intercontinental Wealth Advisors