iShares S&P MidCap 400 Index shares owned by Naviter Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Naviter Wealth
from 13F filings
Historical chart of Naviter 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 Naviter Wealth 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 Naviter Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $365k | 5.6k | 65.26 |
| 2025-06-30 | $347k | 5.6k | 62.02 |
| 2025-03-31 | $300k | 5.1k | 58.21 |
| 2024-12-31 | $321k | 5.1k | 62.31 |
| 2024-09-30 | $321k | 5.1k | 62.32 |
| 2024-06-30 | $301k | 5.1k | 58.52 |