iShares S&P MidCap 400 Index shares owned by KFA Private Wealth Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by KFA Private Wealth Group
from 13F filings
Historical chart of KFA Private Wealth Group 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 KFA Private Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by KFA Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.2M | 152k | 60.74 |
| 2023-12-31 | $7.8M | 28k | 277.15 |
| 2023-09-30 | $6.7M | 27k | 249.36 |
| 2023-06-30 | $6.7M | 26k | 261.48 |
| 2023-03-31 | $6.4M | 26k | 250.16 |
| 2022-12-31 | $4.6M | 19k | 241.89 |
| 2022-09-30 | $5.5M | 25k | 219.26 |
| 2022-06-30 | $5.5M | 24k | 226.23 |
| 2022-03-31 | $6.3M | 24k | 268.35 |
| 2021-12-31 | $6.7M | 24k | 283.08 |
| 2021-09-30 | $5.9M | 22k | 263.08 |
| 2021-06-30 | $5.6M | 21k | 268.75 |
| 2021-03-31 | $7.0M | 27k | 260.29 |
| 2020-12-31 | $6.1M | 27k | 229.84 |
| 2020-09-30 | $5.3M | 29k | 185.31 |
| 2020-06-30 | $3.9M | 22k | 177.83 |
| 2020-03-31 | $5.5M | 38k | 143.85 |
| 2019-12-31 | $17M | 81k | 205.82 |