iShares S&P MidCap 400 Index shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.5M | 18k | 249.35 |
| 2023-06-30 | $4.0M | 15k | 261.48 |
| 2023-03-31 | $3.5M | 14k | 250.16 |
| 2022-12-31 | $3.5M | 14k | 253.50 |
| 2022-09-30 | $3.0M | 13k | 225.24 |
| 2022-03-31 | $4.1M | 16k | 261.04 |
| 2021-09-30 | $4.1M | 15k | 269.73 |
| 2021-03-31 | $3.9M | 15k | 266.16 |
| 2020-12-31 | $3.7M | 15k | 240.92 |
| 2020-09-30 | $2.5M | 13k | 193.85 |
| 2020-06-30 | $1.8M | 10k | 176.49 |
| 2020-03-31 | $1.3M | 9.2k | 143.89 |
| 2019-12-31 | $1.4M | 6.5k | 209.54 |
| 2018-12-31 | $742k | 4.5k | 166.00 |
| 2018-09-30 | $762k | 3.8k | 201.27 |
| 2018-06-30 | $350k | 1.9k | 187.37 |
| 2018-03-31 | $383k | 2.0k | 187.65 |
| 2017-12-31 | $457k | 2.4k | 189.71 |
| 2017-09-30 | $1.1M | 5.9k | 178.99 |
| 2017-06-30 | $919k | 5.3k | 173.99 |
| 2014-06-30 | $13M | 91k | 143.08 |
| 2014-03-31 | $13M | 91k | 137.47 |
| 2013-12-31 | $12M | 89k | 133.81 |
| 2013-06-30 | $40k | 345 | 115.50 |