iShares S&P MidCap 400 Index shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma 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 Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.3M | 26k | 277.15 |
| 2023-09-30 | $6.5M | 26k | 249.35 |
| 2023-06-30 | $6.9M | 26k | 267.47 |
| 2023-03-31 | $7.0M | 28k | 248.20 |
| 2022-12-31 | $4.7M | 21k | 219.24 |
| 2022-09-30 | $4.7M | 21k | 219.24 |
| 2022-06-30 | $4.6M | 21k | 226.24 |
| 2022-03-31 | $4.9M | 18k | 268.32 |
| 2021-12-31 | $4.5M | 16k | 283.09 |
| 2021-09-30 | $3.7M | 14k | 263.07 |
| 2021-06-30 | $3.8M | 14k | 268.73 |
| 2021-03-31 | $3.6M | 14k | 260.26 |
| 2020-12-31 | $2.3M | 9.9k | 229.86 |
| 2019-09-30 | $3.9M | 20k | 193.22 |
| 2019-06-30 | $3.9M | 20k | 194.25 |
| 2019-03-31 | $3.7M | 20k | 189.39 |
| 2018-12-31 | $3.2M | 19k | 166.04 |
| 2018-09-30 | $4.2M | 21k | 201.30 |
| 2018-06-30 | $3.9M | 20k | 194.77 |
| 2018-03-31 | $3.2M | 17k | 187.54 |
| 2017-12-31 | $3.8M | 20k | 191.48 |
| 2017-09-30 | $4.9M | 27k | 178.90 |
| 2017-06-30 | $4.6M | 27k | 173.95 |
| 2017-03-31 | $4.3M | 25k | 171.23 |
| 2016-12-31 | $3.1M | 19k | 165.32 |