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iShares S&P MidCap 400 Index shares owned by Premier Path Wealth Partners

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Premier Path Wealth Partners from 13F filings

Historical chart of Premier Path 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 Premier Path 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 Premier Path Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 47k 65.26
2025-06-30 $2.7M 44k 62.02
2025-03-31 $2.6M 44k 58.35
2024-12-31 $2.7M 43k 62.31
2024-09-30 $2.7M 43k 62.32
2024-06-30 $2.6M 45k 58.52
2024-03-31 $2.9M 47k 60.71
2023-12-31 $2.3M 8.2k 279.48