iShares S&P MidCap 400 Index shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital 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 Pacific Capital 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 Pacific Capital Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $16k | 250 | 62.32 |
2024-06-30 | $15k | 250 | 58.52 |
2024-03-31 | $15k | 250 | 60.74 |
2023-12-31 | $14k | 50 | 277.16 |
2020-09-30 | $14k | 78 | 179.49 |
More positions owned by Pacific Capital Wealth Advisors
View all positions for Pacific Capital Wealth Advisors