iShares S&P MidCap 400 Index shares owned by LLBH Private Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by LLBH Private Wealth Management
from 13F filings
Historical chart of LLBH Private 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 LLBH Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 36k | 65.26 |
| 2025-06-30 | $2.2M | 35k | 62.02 |
| 2025-03-31 | $2.0M | 34k | 58.35 |
| 2019-12-31 | $285k | 1.4k | 205.78 |
| 2019-09-30 | $268k | 1.4k | 193.50 |
| 2019-06-30 | $269k | 1.4k | 194.22 |
| 2019-03-31 | $231k | 1.2k | 189.50 |
| 2018-12-31 | $207k | 1.2k | 166.13 |
| 2018-09-30 | $251k | 1.2k | 201.44 |
| 2018-06-30 | $236k | 1.2k | 194.56 |
| 2018-03-31 | $228k | 1.2k | 187.96 |
| 2017-12-31 | $232k | 1.2k | 191.26 |
More positions owned by LLBH Private Wealth Management
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