iShares S&P MidCap 400 Index shares owned by National Wealth Management Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 46k | 65.26 |
| 2025-06-30 | $2.3M | 38k | 62.02 |
| 2025-03-31 | $2.1M | 36k | 58.35 |
| 2024-12-31 | $2.1M | 33k | 62.31 |
| 2024-09-30 | $1.9M | 30k | 62.32 |
| 2024-06-30 | $1.5M | 26k | 58.52 |
| 2024-03-31 | $1.2M | 19k | 60.74 |
| 2023-12-31 | $914k | 3.3k | 277.17 |
| 2023-09-30 | $724k | 2.9k | 249.36 |
| 2023-06-30 | $778k | 2.9k | 267.48 |
| 2023-03-31 | $670k | 2.8k | 242.57 |
| 2022-12-31 | $223k | 923 | 241.93 |
More positions owned by National Wealth Management Group
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