iShares S&P MidCap 400 Index shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $447k | 7.4k | 60.74 |
| 2023-12-31 | $408k | 1.5k | 277.15 |
| 2023-09-30 | $425k | 1.7k | 249.35 |
| 2023-06-30 | $443k | 1.7k | 260.06 |
| 2023-03-31 | $507k | 2.0k | 250.16 |
| 2022-12-31 | $507k | 2.1k | 241.89 |
| 2022-09-30 | $474k | 2.2k | 219.24 |
| 2022-06-30 | $478k | 2.1k | 226.11 |
| 2022-03-31 | $567k | 2.1k | 268.21 |
| 2021-12-31 | $607k | 2.1k | 283.12 |
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