iShares S&P MidCap 400 Index shares owned by Mission Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission 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 Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 124k | 65.26 |
| 2025-06-30 | $7.6M | 122k | 62.02 |
| 2025-03-31 | $5.4M | 93k | 58.35 |
| 2024-12-31 | $3.1M | 50k | 62.31 |
| 2024-09-30 | $2.7M | 44k | 62.32 |
| 2024-06-30 | $1.8M | 31k | 58.52 |
| 2024-03-31 | $2.9M | 48k | 60.74 |
| 2023-12-31 | $1.8M | 6.6k | 277.16 |
| 2023-09-30 | $1.5M | 6.1k | 249.36 |
| 2023-06-30 | $1.7M | 6.4k | 261.49 |
| 2023-03-31 | $1.6M | 6.4k | 250.16 |
| 2022-12-31 | $1.5M | 6.4k | 241.91 |
| 2022-09-30 | $931k | 4.2k | 219.16 |
| 2022-06-30 | $1.1M | 4.6k | 226.22 |
| 2022-03-31 | $1.1M | 3.9k | 268.41 |
| 2021-12-31 | $1.1M | 3.8k | 283.02 |
| 2021-09-30 | $962k | 3.7k | 262.99 |
| 2021-06-30 | $893k | 3.3k | 268.81 |
| 2021-03-31 | $867k | 3.3k | 260.36 |
| 2020-12-31 | $798k | 3.5k | 229.77 |
| 2020-09-30 | $590k | 3.2k | 185.42 |
| 2020-06-30 | $554k | 3.1k | 177.79 |
| 2020-03-31 | $475k | 3.3k | 143.90 |
| 2019-12-31 | $729k | 3.5k | 205.82 |
| 2019-09-30 | $867k | 4.5k | 193.31 |
| 2019-06-30 | $916k | 4.7k | 194.15 |
| 2019-03-31 | $881k | 4.7k | 189.46 |
| 2018-12-31 | $850k | 5.1k | 166.05 |
| 2018-09-30 | $858k | 4.3k | 201.31 |
| 2018-06-30 | $711k | 3.7k | 194.74 |
| 2018-03-31 | $234k | 1.2k | 187.65 |
| 2017-12-31 | $237k | 1.2k | 190.06 |