iShares S&P MidCap 400 Index shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris Wealth Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Primoris Wealth Advisors 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 Primoris Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $811k | 12k | 65.26 |
| 2025-06-30 | $771k | 12k | 62.02 |
| 2025-03-31 | $726k | 12k | 58.35 |
| 2024-12-31 | $728k | 12k | 62.31 |
| 2024-09-30 | $729k | 12k | 62.32 |
| 2024-06-30 | $684k | 12k | 58.52 |
| 2024-03-31 | $710k | 12k | 60.74 |
| 2023-12-31 | $648k | 2.3k | 277.15 |