iShares S&P MidCap 400 Index shares owned by Jamison Private Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Jamison Private Wealth Management
from 13F filings
Historical chart of Jamison Private Wealth Management 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 Jamison Private Wealth Management 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 Jamison Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $495k | 7.6k | 65.26 |
| 2025-06-30 | $435k | 7.0k | 62.02 |
| 2025-03-31 | $381k | 6.5k | 58.35 |
| 2024-12-31 | $390k | 6.3k | 62.31 |
| 2024-09-30 | $330k | 5.3k | 62.31 |
| 2024-06-30 | $257k | 4.4k | 58.52 |
| 2024-03-31 | $203k | 3.3k | 60.75 |
| 2023-12-31 | $169k | 610 | 277.34 |
| 2023-09-30 | $114k | 456 | 249.32 |
More positions owned by Jamison Private Wealth Management
Home Depot (HD)
View all positions for Jamison Private Wealth Management