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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

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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