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 |
|---|---|---|---|
| 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 |