iShares S&P MidCap 400 Index shares owned by PFG Private Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by PFG Private Wealth Management
from 13F filings
Historical chart of PFG Private Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by PFG Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.8M | 72k | 66.00 |
| 2025-06-30 | $4.2M | 68k | 62.02 |
| 2025-03-31 | $3.9M | 66k | 58.35 |
| 2024-12-31 | $4.9M | 79k | 62.31 |
| 2024-09-30 | $4.9M | 78k | 62.32 |
| 2024-06-30 | $4.4M | 76k | 58.52 |
| 2024-03-31 | $4.6M | 75k | 60.74 |
| 2023-12-31 | $4.2M | 15k | 277.13 |
| 2023-09-30 | $3.3M | 13k | 249.35 |
| 2023-06-30 | $4.9M | 19k | 261.48 |
| 2023-03-31 | $4.5M | 18k | 250.17 |
| 2022-12-31 | $4.2M | 18k | 241.89 |
| 2022-09-30 | $3.8M | 17k | 219.24 |
| 2022-06-30 | $3.7M | 16k | 226.22 |
| 2022-03-31 | $4.9M | 18k | 268.32 |
| 2021-12-31 | $5.0M | 18k | 283.09 |
More positions owned by PFG Private Wealth Management
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