iShares S&P MidCap 400 Index shares owned by JFG Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by JFG Wealth Management
from 13F filings
Historical chart of JFG 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 JFG Wealth Management 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 JFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $321k | 4.9k | 65.26 |
| 2025-06-30 | $305k | 4.9k | 62.02 |
| 2025-03-31 | $288k | 4.9k | 58.35 |
| 2024-12-31 | $309k | 5.0k | 62.31 |
| 2024-09-30 | $307k | 4.9k | 62.32 |
| 2024-06-30 | $289k | 4.9k | 58.52 |
| 2022-12-31 | $238k | 985 | 241.89 |
| 2022-09-30 | $215k | 985 | 218.27 |
| 2022-06-30 | $222k | 985 | 225.38 |
| 2022-03-31 | $270k | 1.0k | 268.66 |