iShares S&P MidCap 400 Index shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello 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 Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 16k | 65.26 |
| 2025-06-30 | $1.5M | 24k | 62.02 |
| 2025-03-31 | $1.4M | 24k | 58.35 |
| 2024-12-31 | $1.6M | 26k | 62.31 |
| 2024-09-30 | $1.3M | 22k | 60.74 |
| 2024-06-30 | $1.2M | 21k | 58.52 |
| 2024-03-31 | $1.3M | 22k | 60.74 |
| 2023-12-31 | $1.2M | 4.5k | 277.13 |
| 2023-09-30 | $1.2M | 4.8k | 249.33 |
| 2023-06-30 | $1.1M | 4.0k | 261.46 |
| 2023-03-31 | $947k | 3.9k | 242.75 |
| 2022-12-31 | $943k | 3.9k | 241.87 |
| 2022-09-30 | $930k | 4.2k | 219.24 |
| 2022-06-30 | $933k | 4.1k | 226.35 |
| 2022-03-31 | $1.1M | 4.0k | 268.37 |
| 2021-12-31 | $2.0M | 7.1k | 283.08 |
| 2021-09-30 | $1.8M | 6.8k | 263.10 |
| 2021-06-30 | $905k | 3.4k | 268.87 |
| 2021-03-31 | $704k | 2.7k | 260.16 |
More positions owned by Monticello Wealth Management
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