iShares S&P MidCap 400 Index shares owned by KWB Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by KWB Wealth 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 KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.3M | 19k | 66.00 |
| 2025-09-30 | $1.0M | 17k | 62.02 |
| 2025-06-30 | $1.4M | 24k | 58.35 |
| 2025-03-31 | $1.5M | 24k | 62.31 |
| 2024-12-31 | $1.5M | 25k | 62.32 |
| 2024-09-30 | $1.4M | 25k | 58.52 |
| 2024-06-30 | $1.5M | 24k | 60.74 |
| 2024-03-31 | $1.5M | 25k | 60.74 |
| 2023-12-31 | $1.4M | 5.0k | 277.15 |
| 2023-09-30 | $1.4M | 5.2k | 261.48 |
| 2023-06-30 | $1.4M | 5.2k | 261.48 |
| 2023-03-31 | $1.7M | 7.1k | 241.88 |
| 2022-12-31 | $1.6M | 6.6k | 241.88 |
| 2022-09-30 | $1.7M | 7.8k | 219.25 |
| 2022-06-30 | $1.8M | 8.2k | 226.26 |
| 2022-03-31 | $2.7M | 9.6k | 283.12 |
| 2021-12-31 | $2.7M | 9.6k | 283.12 |
| 2021-09-30 | $2.6M | 9.8k | 263.10 |
| 2021-06-30 | $2.8M | 11k | 260.32 |
| 2021-03-31 | $2.8M | 11k | 260.24 |
| 2020-12-31 | $3.0M | 13k | 229.80 |