iShares S&P MidCap 400 Index shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management 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 Pension & Wealth Management Advisors 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 Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $4.0M | 52k | 77.11 |
| 2026-03-31 | $3.5M | 52k | 67.53 |
| 2025-12-31 | $3.6M | 55k | 66.00 |
| 2025-09-30 | $4.9M | 75k | 65.26 |
| 2025-06-30 | $4.7M | 76k | 62.02 |
| 2025-03-31 | $4.4M | 76k | 58.35 |
| 2024-12-31 | $3.3M | 54k | 62.31 |
| 2024-09-30 | $447k | 7.2k | 62.32 |
| 2024-06-30 | $420k | 7.2k | 58.52 |
| 2024-03-31 | $436k | 7.2k | 60.74 |
| 2023-12-31 | $397k | 1.4k | 277.15 |
| 2023-09-30 | $358k | 1.4k | 249.35 |
| 2023-06-30 | $375k | 1.4k | 261.48 |
| 2023-03-31 | $359k | 1.4k | 250.16 |
| 2022-12-31 | $347k | 1.4k | 241.89 |
More positions owned by Pension & Wealth Management Advisors
View all positions for Pension & Wealth Management Advisors