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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

Tip: Access up to 7 years of quarterly data

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
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