iShares S&P MidCap 400 Index shares owned by NewEdge Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge 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 NewEdge 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 NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 168k | 64.78 |
| 2025-06-30 | $11M | 176k | 62.54 |
| 2025-03-31 | $9.8M | 167k | 58.35 |
| 2024-12-31 | $10M | 167k | 62.31 |
| 2024-09-30 | $9.0M | 144k | 62.32 |
| 2024-06-30 | $3.4M | 58k | 58.52 |
| 2024-03-31 | $3.4M | 59k | 57.92 |
| 2023-12-31 | $2.7M | 9.6k | 277.16 |
| 2023-09-30 | $1.4M | 5.4k | 249.36 |
| 2023-06-30 | $1.4M | 5.4k | 261.46 |
| 2023-03-31 | $1.5M | 5.9k | 250.15 |
| 2022-12-31 | $1.6M | 6.5k | 241.90 |
| 2022-09-30 | $1.1M | 5.2k | 219.21 |
| 2022-06-30 | $231k | 1.0k | 226.69 |