iShares S&P MidCap 400 Index shares owned by Opes Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Opes Wealth Management
from 13F filings
Historical chart of Opes Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Opes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 133k | 65.26 |
| 2025-06-30 | $8.2M | 133k | 62.02 |
| 2024-12-31 | $5.6M | 89k | 62.31 |
| 2024-09-30 | $5.4M | 86k | 62.32 |
| 2024-06-30 | $4.9M | 84k | 58.52 |
| 2024-03-31 | $5.4M | 88k | 60.74 |
| 2023-12-31 | $4.9M | 18k | 277.15 |
| 2023-09-30 | $4.3M | 17k | 249.35 |
| 2023-06-30 | $3.8M | 15k | 261.48 |
| 2023-03-31 | $3.4M | 14k | 250.16 |
| 2022-12-31 | $2.3M | 9.4k | 241.89 |
| 2022-09-30 | $3.0M | 14k | 219.26 |
| 2022-06-30 | $3.0M | 13k | 226.20 |
| 2022-03-31 | $3.3M | 12k | 268.33 |
| 2021-12-31 | $3.3M | 12k | 283.04 |
| 2021-09-30 | $2.2M | 8.4k | 263.05 |