iShares S&P MidCap 400 Index shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors 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 Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 73k | 65.26 |
| 2025-06-30 | $3.6M | 58k | 62.02 |
| 2025-03-31 | $2.9M | 50k | 58.37 |
| 2024-12-31 | $4.0M | 64k | 62.31 |
| 2024-09-30 | $2.3M | 38k | 62.31 |
| 2024-06-30 | $1.7M | 29k | 58.52 |
| 2024-03-31 | $1.1M | 17k | 60.74 |
| 2023-12-31 | $596k | 2.2k | 277.15 |
| 2023-09-30 | $373k | 1.5k | 249.35 |