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iShares S&P MidCap 400 Index shares owned by JPL Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by JPL Wealth Management from 13F filings

Historical chart of JPL 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 JPL 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 JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.3M 112k 65.26
2025-06-30 $7.1M 114k 62.02
2025-03-31 $5.0M 82k 60.74
2024-12-31 $6.8M 110k 62.31
2024-06-30 $4.4M 75k 58.52
2024-03-31 $3.6M 59k 60.74
2023-12-31 $2.5M 9.1k 277.15