iShares S&P MidCap 400 Index shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private 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 Intergy Private 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 Intergy Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $714k | 12k | 60.74 |
| 2023-12-31 | $652k | 2.4k | 277.13 |
| 2023-09-30 | $626k | 2.5k | 249.39 |
| 2023-06-30 | $657k | 2.5k | 261.53 |
| 2023-03-31 | $632k | 2.5k | 250.19 |
| 2022-12-31 | $640k | 2.6k | 241.90 |
| 2022-09-30 | $616k | 2.8k | 219.22 |
| 2022-06-30 | $644k | 2.8k | 226.28 |
| 2022-03-31 | $794k | 3.0k | 268.42 |
| 2021-12-31 | $2.7M | 9.4k | 283.04 |