iShares S&P MidCap 400 Index shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners 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 Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Precedent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5M | 130k | 65.26 |
| 2025-06-30 | $8.5M | 137k | 62.02 |
| 2025-03-31 | $8.6M | 147k | 58.35 |
| 2024-12-31 | $11M | 173k | 62.31 |
| 2024-09-30 | $14M | 218k | 62.32 |
| 2024-06-30 | $13M | 220k | 58.52 |
| 2024-03-31 | $13M | 220k | 60.74 |
| 2023-12-31 | $12M | 42k | 277.15 |