iShares S&P MidCap 400 Index shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares 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 PBMares 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 PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.3M | 20k | 62.31 |
| 2024-09-30 | $1.2M | 20k | 62.32 |
| 2024-06-30 | $1.1M | 20k | 58.52 |
| 2024-03-31 | $1.2M | 20k | 60.74 |
| 2023-12-31 | $1.0M | 3.8k | 277.17 |
| 2023-09-30 | $941k | 3.8k | 249.32 |
| 2023-06-30 | $987k | 3.8k | 261.45 |
| 2023-03-31 | $919k | 3.7k | 250.19 |
| 2022-12-31 | $220k | 908 | 241.94 |
| 2022-06-30 | $205k | 908 | 225.77 |
| 2022-03-31 | $238k | 886 | 268.62 |