iShares S&P MidCap 400 Index shares owned by Luminvest Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Luminvest Wealth Management
from 13F filings
Historical chart of Luminvest 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 Luminvest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $782k | 12k | 65.64 |
| 2025-06-30 | $758k | 12k | 63.64 |
| 2025-03-31 | $695k | 12k | 58.35 |
| 2024-12-31 | $742k | 12k | 62.31 |
| 2024-09-30 | $761k | 12k | 63.91 |
| 2024-06-30 | $703k | 12k | 59.00 |
| 2024-03-31 | $735k | 12k | 61.66 |
| 2023-12-31 | $744k | 12k | 62.48 |
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