iShares S&P MidCap 400 Index shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph 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 Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $211k | 3.2k | 65.27 |
| 2025-06-30 | $200k | 3.2k | 62.03 |
| 2024-12-31 | $201k | 3.2k | 62.32 |
| 2024-09-30 | $201k | 3.2k | 62.33 |
| 2023-12-31 | $297k | 1.1k | 277.22 |
| 2023-09-30 | $280k | 1.1k | 250.55 |
| 2023-06-30 | $280k | 1.1k | 261.54 |
| 2023-03-31 | $268k | 1.1k | 250.22 |
| 2022-12-31 | $259k | 1.1k | 242.06 |
| 2022-09-30 | $235k | 1.1k | 219.63 |
| 2022-06-30 | $242k | 1.1k | 226.17 |
| 2022-03-31 | $287k | 1.1k | 268.22 |
| 2021-12-31 | $303k | 1.1k | 283.18 |