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iShares S&P MidCap 400 Index shares owned by New England Guild Wealth Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by New England Guild Wealth Advisors from 13F filings

Historical chart of New England Guild Wealth Advisors 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 New England Guild Wealth Advisors 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 New England Guild Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.6M 6.7k 241.87
2022-09-30 $1.6M 7.1k 219.20
2022-06-30 $1.7M 7.6k 226.19
2022-03-31 $1.5M 5.6k 268.36
2021-12-31 $1.6M 5.6k 283.08
2021-09-30 $1.5M 5.6k 263.09
2021-06-30 $1.5M 5.6k 268.72
2021-03-31 $1.6M 6.1k 260.37
2020-12-31 $1.5M 6.5k 229.84
2020-09-30 $1.3M 6.8k 185.34
2020-06-30 $1.2M 6.8k 177.75
2020-03-31 $958k 6.7k 143.89
2019-12-31 $3.5M 17k 205.83
2019-09-30 $3.7M 19k 193.20
2019-06-30 $3.3M 17k 194.24
2019-03-31 $3.5M 19k 189.38
2018-12-31 $3.1M 19k 166.05
2018-09-30 $4.1M 20k 201.28
2018-06-30 $4.0M 21k 194.78
2018-03-31 $3.7M 20k 187.56
2017-12-31 $3.7M 19k 189.78