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iShares S&P MidCap 400 Index shares owned by LJI Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by LJI Wealth Management from 13F filings

Historical chart of LJI 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 LJI Wealth Management 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 LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $317k 4.8k 66.00
2025-09-30 $286k 4.4k 65.26
2025-06-30 $282k 4.6k 62.02
2025-03-31 $251k 4.3k 58.35
2024-12-31 $316k 5.1k 62.31
2024-09-30 $261k 4.2k 62.32
2024-06-30 $244k 4.2k 58.51
2024-03-31 $268k 4.4k 60.74