iShares S&P MidCap 400 Index shares owned by Madison Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Madison Wealth Partners
from 13F filings
Historical chart of Madison 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 Madison Wealth Partners 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 Madison Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 192k | 65.26 |
| 2025-06-30 | $12M | 190k | 62.02 |
| 2025-03-31 | $11M | 190k | 58.35 |
| 2024-12-31 | $12M | 187k | 62.31 |
| 2024-09-30 | $12M | 186k | 62.32 |
| 2024-06-30 | $11M | 183k | 58.52 |
| 2024-03-31 | $11M | 183k | 60.74 |
| 2023-12-31 | $10M | 37k | 277.15 |
| 2023-09-30 | $9.5M | 38k | 249.35 |
| 2023-06-30 | $9.9M | 38k | 261.48 |
| 2023-03-31 | $9.3M | 37k | 250.16 |
| 2022-12-31 | $9.1M | 38k | 241.89 |
| 2022-09-30 | $8.7M | 40k | 219.25 |
| 2022-06-30 | $8.7M | 38k | 226.23 |
| 2022-03-31 | $9.8M | 37k | 268.35 |
| 2021-12-31 | $10M | 36k | 283.09 |
| 2021-09-30 | $8.9M | 34k | 263.07 |
| 2021-06-30 | $8.9M | 33k | 268.72 |
| 2021-03-31 | $7.2M | 31k | 229.82 |
| 2020-12-31 | $7.2M | 31k | 229.83 |