iShares S&P MidCap 400 Index shares owned by Lake Point Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Lake Point Wealth Management
from 13F filings
Historical chart of Lake Point 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 Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Index by Lake Point Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-06-30 | $29k | 126 | 230.16 |
2022-03-31 | $34k | 126 | 269.84 |
2021-12-31 | $52k | 185 | 281.08 |
2021-09-30 | $33k | 126 | 261.90 |
2021-06-30 | $34k | 126 | 269.84 |
2020-03-31 | $18k | 126 | 142.86 |
2019-12-31 | $26k | 126 | 206.35 |
2019-06-30 | $0 | 1 | 0.00 |
2019-03-31 | $0 | 1 | 0.00 |
2018-12-31 | $9.0k | 52 | 173.08 |
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