iShares S&P MidCap 400 Index shares owned by Lakeridge Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Lakeridge Wealth Management
from 13F filings
Historical chart of Lakeridge Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Lakeridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 16k | 65.26 |
| 2025-06-30 | $989k | 16k | 62.02 |
| 2025-03-31 | $907k | 16k | 58.35 |
| 2024-12-31 | $902k | 15k | 62.31 |
| 2024-09-30 | $843k | 14k | 62.32 |
| 2024-06-30 | $789k | 14k | 58.52 |
| 2024-03-31 | $765k | 13k | 60.74 |
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