iShares S&P MidCap 400 Index shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth Services 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 Keystone Wealth Services 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 Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $785k | 12k | 65.26 |
| 2025-06-30 | $737k | 12k | 62.02 |
| 2025-03-31 | $685k | 12k | 58.35 |
| 2024-12-31 | $736k | 12k | 62.31 |
| 2024-09-30 | $668k | 11k | 62.32 |
| 2024-06-30 | $627k | 11k | 58.52 |
| 2024-03-31 | $651k | 11k | 60.74 |
| 2023-12-31 | $630k | 2.3k | 277.15 |
| 2023-09-30 | $972k | 3.9k | 249.32 |
| 2023-06-30 | $548k | 2.1k | 261.42 |
| 2023-03-31 | $524k | 2.1k | 250.21 |
| 2022-12-31 | $507k | 2.1k | 241.91 |
| 2022-09-30 | $448k | 2.0k | 219.07 |
| 2022-06-30 | $466k | 2.1k | 226.43 |
| 2022-03-31 | $581k | 2.2k | 268.11 |
| 2021-12-31 | $613k | 2.2k | 282.88 |