iShares S&P MidCap 400 Index shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 16k | 65.26 |
| 2025-06-30 | $999k | 16k | 62.02 |
| 2025-03-31 | $949k | 16k | 58.35 |
| 2024-12-31 | $909k | 15k | 62.31 |
| 2024-09-30 | $907k | 15k | 62.32 |
| 2024-06-30 | $848k | 15k | 58.52 |
| 2024-03-31 | $881k | 15k | 60.74 |
| 2023-12-31 | $812k | 2.9k | 277.15 |
| 2023-09-30 | $798k | 3.2k | 249.39 |
| 2023-06-30 | $841k | 3.2k | 261.50 |
| 2023-03-31 | $815k | 3.3k | 250.17 |
| 2022-12-31 | $783k | 3.2k | 241.89 |
| 2022-09-30 | $707k | 3.2k | 219.22 |
| 2022-06-30 | $724k | 3.2k | 226.18 |
| 2022-03-31 | $741k | 2.8k | 268.38 |
| 2021-12-31 | $745k | 2.6k | 283.16 |
More positions owned by Kathleen S. Wright Associates
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