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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Monticello Wealth Management 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 Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
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