iShares S&P MidCap 400 Index shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $40M | 143k | 277.15 |
| 2023-09-30 | $35M | 142k | 249.35 |
| 2023-06-30 | $37M | 139k | 261.48 |
| 2023-03-31 | $35M | 139k | 250.16 |
| 2022-12-31 | $34M | 142k | 241.89 |
| 2022-09-30 | $31M | 141k | 219.26 |
| 2022-06-30 | $32M | 141k | 226.23 |
| 2022-03-31 | $38M | 140k | 268.34 |
| 2021-12-31 | $39M | 139k | 283.08 |
| 2021-09-30 | $35M | 133k | 263.07 |
| 2021-06-30 | $20M | 74k | 268.74 |
| 2021-03-31 | $19M | 75k | 260.28 |
| 2020-12-31 | $17M | 75k | 229.83 |
| 2020-09-30 | $13M | 70k | 185.31 |
| 2020-06-30 | $13M | 72k | 177.81 |
| 2020-03-31 | $11M | 78k | 143.86 |
| 2019-12-31 | $17M | 81k | 205.82 |
| 2019-09-30 | $16M | 81k | 193.23 |
| 2019-06-30 | $17M | 85k | 194.26 |
| 2019-03-31 | $17M | 91k | 189.40 |
| 2018-12-31 | $15M | 92k | 166.06 |
| 2018-09-30 | $19M | 96k | 201.29 |
| 2018-06-30 | $20M | 101k | 194.78 |
| 2018-03-31 | $19M | 102k | 187.57 |
| 2017-12-31 | $20M | 104k | 189.78 |
| 2017-09-30 | $19M | 103k | 178.90 |
| 2017-06-30 | $18M | 102k | 173.95 |
| 2017-03-31 | $17M | 105k | 165.34 |
| 2016-12-31 | $17M | 105k | 165.34 |
| 2016-09-30 | $15M | 98k | 153.68 |
| 2016-06-30 | $15M | 99k | 149.39 |
| 2016-03-31 | $14M | 100k | 144.19 |
| 2015-12-31 | $14M | 99k | 139.32 |
| 2015-09-30 | $3.1M | 23k | 136.60 |
| 2015-06-30 | $129k | 859 | 150.17 |
| 2015-03-31 | $66k | 431 | 153.13 |
| 2014-12-31 | $67k | 460 | 145.65 |
| 2014-09-30 | $113k | 823 | 137.30 |
| 2014-06-30 | $59k | 409 | 144.25 |