iShares S&P MidCap 400 Index shares owned by N.E.W. Advisory Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by N.E.W. Advisory Services
from 13F filings
Historical chart of N.E.W. Advisory Services 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 N.E.W. Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Index by N.E.W. Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $205k | 3.1k | 65.26 |
| 2025-06-30 | $171k | 2.8k | 62.02 |
| 2025-03-31 | $191k | 3.3k | 58.35 |
| 2023-03-31 | $246k | 983 | 250.16 |
| 2022-12-31 | $238k | 983 | 241.89 |
| 2022-09-30 | $304k | 1.4k | 219.18 |
| 2022-06-30 | $316k | 1.4k | 226.04 |
| 2022-03-31 | $943k | 3.6k | 260.79 |
| 2021-12-31 | $527k | 1.9k | 282.88 |
| 2021-09-30 | $660k | 2.5k | 262.95 |
| 2021-06-30 | $788k | 2.9k | 268.03 |
| 2021-03-31 | $956k | 3.6k | 264.38 |
| 2020-12-31 | $1.1M | 4.7k | 230.34 |