Peterson Wealth Services »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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