iShares S&P MidCap 400 Index shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature Wealth Partners 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 Lumature Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Lumature Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $75k | 288 | 261.48 |
| 2023-03-31 | $72k | 288 | 250.16 |
| 2022-12-31 | $70k | 288 | 241.89 |
| 2022-09-30 | $63k | 288 | 218.75 |
| 2022-06-30 | $65k | 288 | 225.69 |
| 2022-03-31 | $91k | 340 | 267.65 |
| 2021-12-31 | $116k | 410 | 282.93 |
| 2021-09-30 | $125k | 476 | 262.61 |
| 2021-06-30 | $115k | 428 | 268.69 |
| 2021-03-31 | $153k | 588 | 260.20 |
| 2020-12-31 | $175k | 760 | 230.26 |