iShares S&P MidCap 400 Index shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth 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 Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $388k | 6.2k | 62.31 |
| 2024-09-30 | $389k | 6.2k | 62.32 |
| 2024-06-30 | $378k | 6.2k | 60.67 |
| 2024-03-31 | $516k | 8.5k | 60.74 |
| 2023-12-31 | $471k | 1.7k | 277.15 |
| 2023-09-30 | $420k | 1.7k | 249.35 |
| 2023-06-30 | $440k | 1.7k | 261.48 |
| 2023-03-31 | $419k | 1.7k | 250.16 |
| 2022-12-31 | $161k | 666 | 241.89 |
| 2022-09-30 | $146k | 666 | 219.22 |
| 2022-06-30 | $151k | 666 | 226.73 |
More positions owned by Morton Brown Family Wealth
View all positions for Morton Brown Family Wealth