iShares S&P MidCap 400 Index shares owned by Peterson Wealth Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Peterson Wealth Services
from 13F filings
Historical chart of Peterson Wealth Services 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 Peterson Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Index by Peterson Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17k | 140 | 121.20 |
| 2025-06-30 | $16k | 260 | 62.02 |
| 2025-03-31 | $15k | 260 | 58.35 |
| 2024-12-31 | $456k | 7.3k | 62.31 |
| 2024-09-30 | $458k | 7.4k | 62.32 |
| 2024-06-30 | $432k | 7.4k | 58.52 |
| 2024-03-31 | $520k | 8.6k | 60.74 |
| 2023-12-31 | $519k | 1.9k | 277.22 |
| 2023-06-30 | $509k | 1.9k | 261.45 |
| 2023-03-31 | $499k | 2.0k | 250.12 |
| 2022-12-31 | $457k | 1.9k | 241.95 |
| 2022-09-30 | $369k | 1.7k | 219.51 |
| 2022-06-30 | $370k | 1.6k | 226.30 |
| 2022-03-31 | $367k | 1.4k | 268.47 |
| 2021-12-31 | $330k | 1.2k | 283.26 |