iShares S&P MidCap 400 Index shares owned by Montz Harcus Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Montz Harcus Wealth Management
from 13F filings
Historical chart of Montz Harcus 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 Montz Harcus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $443k | 6.8k | 65.26 |
| 2025-06-30 | $420k | 6.8k | 62.02 |
| 2025-03-31 | $355k | 6.1k | 58.35 |
| 2024-12-31 | $379k | 6.1k | 62.31 |
| 2024-09-30 | $377k | 6.1k | 62.32 |
| 2024-06-30 | $353k | 6.0k | 58.52 |
| 2024-03-31 | $277k | 4.6k | 60.74 |
| 2023-12-31 | $252k | 911 | 277.04 |
| 2023-09-30 | $225k | 904 | 249.31 |
| 2023-06-30 | $236k | 904 | 261.44 |
| 2023-03-31 | $226k | 902 | 250.06 |
| 2022-12-31 | $217k | 899 | 241.82 |
| 2021-12-31 | $212k | 748 | 283.42 |
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