iShares S&P MidCap 400 Index shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Monterey Private Wealth 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 Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $327k | 5.4k | 60.74 |
| 2023-12-31 | $278k | 1.0k | 277.22 |
| 2023-09-30 | $250k | 1.0k | 249.37 |
| 2023-06-30 | $282k | 1.1k | 261.49 |
| 2023-03-31 | $251k | 1.0k | 250.08 |
| 2022-12-31 | $243k | 1.0k | 241.93 |
| 2022-09-30 | $244k | 1.1k | 221.01 |
| 2022-06-30 | $251k | 1.1k | 226.33 |
| 2022-03-31 | $302k | 1.1k | 272.56 |
| 2021-12-31 | $351k | 1.2k | 283.29 |
| 2021-09-30 | $309k | 1.2k | 266.38 |
| 2021-06-30 | $250k | 932 | 268.24 |
| 2021-03-31 | $256k | 932 | 274.68 |
| 2020-12-31 | $215k | 934 | 230.19 |