iShares S&P MidCap 400 Index shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $21M | 347k | 60.74 |
| 2023-12-31 | $21M | 77k | 277.15 |
| 2023-09-30 | $18M | 73k | 249.35 |
| 2023-06-30 | $16M | 60k | 261.48 |
| 2023-03-31 | $14M | 55k | 250.16 |
| 2022-12-31 | $12M | 52k | 241.89 |
| 2022-09-30 | $11M | 48k | 219.26 |
| 2022-06-30 | $11M | 50k | 226.22 |
| 2022-03-31 | $8.8M | 33k | 268.35 |
| 2021-12-31 | $11M | 37k | 283.09 |
| 2021-09-30 | $7.4M | 28k | 263.08 |
| 2021-06-30 | $7.1M | 27k | 268.74 |
| 2021-03-31 | $6.6M | 25k | 260.27 |
| 2020-12-31 | $5.7M | 25k | 229.66 |
| 2020-09-30 | $4.1M | 22k | 188.07 |
More positions owned by Kestra Private Wealth Services
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