iShares S&P MidCap 400 Index shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management 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 Orgel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $325k | 5.2k | 62.32 |
| 2024-06-30 | $285k | 4.9k | 58.52 |
| 2024-03-31 | $296k | 4.9k | 60.74 |
| 2023-12-31 | $312k | 1.1k | 277.15 |
| 2023-09-30 | $241k | 968 | 249.35 |
| 2023-06-30 | $253k | 968 | 261.48 |
| 2023-03-31 | $242k | 968 | 250.16 |
| 2022-12-31 | $237k | 978 | 241.89 |