iShares S&P MidCap 400 Index shares owned by One Wealth Management Investment & Advisory Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by One Wealth Management Investment & Advisory Services
from 13F filings
Historical chart of One Wealth Management Investment & Advisory Services investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by One Wealth Management Investment & Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $430k | 6.5k | 66.00 |
| 2025-09-30 | $427k | 6.5k | 65.26 |
| 2025-06-30 | $407k | 6.6k | 62.02 |
| 2025-03-31 | $384k | 6.6k | 58.35 |
| 2024-12-31 | $424k | 6.8k | 62.31 |
| 2024-09-30 | $426k | 6.8k | 62.32 |
| 2024-06-30 | $391k | 6.7k | 58.52 |
| 2024-03-31 | $414k | 6.8k | 60.74 |
| 2023-12-31 | $433k | 1.6k | 277.08 |
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