iShares S&P MidCap 400 Index shares owned by LWS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by LWS Wealth Advisors
from 13F filings
Historical chart of LWS Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by LWS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.4M | 34k | 277.16 |
| 2023-09-30 | $7.1M | 29k | 249.36 |
| 2023-06-30 | $7.5M | 29k | 261.50 |
| 2023-03-31 | $7.7M | 31k | 250.15 |
| 2022-12-31 | $7.3M | 30k | 241.89 |
| 2022-09-30 | $6.5M | 30k | 219.24 |
| 2022-06-30 | $6.5M | 29k | 226.22 |
| 2022-03-31 | $7.9M | 29k | 268.35 |
| 2021-12-31 | $8.1M | 29k | 283.08 |
| 2021-09-30 | $7.6M | 29k | 263.07 |
| 2021-06-30 | $7.4M | 28k | 268.72 |
| 2021-03-31 | $8.7M | 33k | 260.28 |
| 2020-12-31 | $10M | 45k | 229.83 |
| 2020-09-30 | $9.5M | 51k | 185.31 |
| 2020-06-30 | $9.5M | 53k | 177.82 |
| 2020-03-31 | $6.5M | 45k | 143.86 |
| 2019-12-31 | $11M | 53k | 205.82 |