iShares S&P MidCap 400 Index shares owned by Motive Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Motive Wealth Advisors
from 13F filings
Historical chart of Motive Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Motive Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 23k | 58.52 |
| 2024-06-30 | $1.4M | 23k | 58.52 |
| 2024-03-31 | $1.4M | 24k | 60.74 |
| 2023-09-30 | $495k | 2.0k | 249.35 |
| 2023-06-30 | $557k | 2.1k | 261.48 |
| 2023-03-31 | $533k | 2.1k | 250.16 |
| 2022-12-31 | $1.4M | 5.7k | 241.87 |
| 2022-09-30 | $1.2M | 5.7k | 219.18 |
| 2022-06-30 | $1.3M | 5.7k | 226.20 |
| 2022-03-31 | $1.6M | 6.0k | 268.30 |
| 2021-12-31 | $1.8M | 6.3k | 283.05 |
| 2021-09-30 | $1.4M | 5.2k | 263.07 |
| 2021-06-30 | $1.2M | 4.6k | 268.70 |