iShares S&P MidCap 400 Index shares owned by One Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One 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 One 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 One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 25k | 65.26 |
| 2025-06-30 | $1.6M | 25k | 62.02 |
| 2025-03-31 | $1.5M | 26k | 58.35 |
| 2024-12-31 | $1.7M | 27k | 62.31 |
| 2024-09-30 | $1.7M | 27k | 62.32 |
| 2024-06-30 | $1.6M | 28k | 58.67 |
| 2024-03-31 | $1.9M | 31k | 60.74 |
| 2023-09-30 | $3.2M | 13k | 249.34 |
| 2023-06-30 | $1.6M | 6.0k | 261.46 |
| 2023-03-31 | $1.5M | 5.9k | 250.14 |
| 2022-12-31 | $1.7M | 6.9k | 241.87 |
| 2022-09-30 | $1.7M | 7.8k | 219.27 |
| 2022-06-30 | $2.5M | 11k | 226.23 |
| 2022-03-31 | $6.2M | 23k | 268.34 |
| 2021-12-31 | $7.5M | 26k | 283.09 |
| 2021-09-30 | $7.6M | 29k | 263.07 |
| 2021-06-30 | $8.9M | 33k | 268.73 |
| 2021-03-31 | $10M | 39k | 260.27 |
| 2020-12-31 | $11M | 49k | 229.84 |
| 2020-09-30 | $9.4M | 51k | 185.31 |
| 2020-06-30 | $8.6M | 48k | 177.81 |
| 2020-03-31 | $5.9M | 41k | 143.87 |
| 2019-12-31 | $7.7M | 37k | 205.83 |