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iShares S&P MidCap 400 Index shares owned by Partnership Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Partnership Wealth Management from 13F filings

Historical chart of Partnership 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 Partnership Wealth Management 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 Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 168k 65.26
2025-06-30 $11M 169k 62.02
2025-03-31 $10M 173k 58.35
2024-12-31 $11M 172k 62.31
2024-09-30 $9.2M 148k 62.32
2024-06-30 $3.5M 60k 58.52
2024-03-31 $4.3M 71k 60.74
2023-12-31 $3.8M 14k 272.34