iShares S&P MidCap 400 Index shares owned by Kfg Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Kfg Wealth Management
from 13F filings
Historical chart of Kfg 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 Kfg 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 Kfg Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $298k | 4.5k | 66.00 |
| 2025-09-30 | $329k | 5.0k | 65.26 |
| 2025-06-30 | $313k | 5.0k | 62.02 |
| 2025-03-31 | $660k | 11k | 58.35 |
| 2024-12-31 | $708k | 11k | 62.31 |
| 2024-09-30 | $726k | 12k | 62.32 |
| 2024-06-30 | $636k | 11k | 58.52 |
| 2024-03-31 | $551k | 9.1k | 60.74 |
| 2023-12-31 | $391k | 1.4k | 277.10 |
| 2023-09-30 | $361k | 1.4k | 249.28 |
| 2023-06-30 | $282k | 1.1k | 261.37 |
| 2023-03-31 | $225k | 901 | 249.28 |