iShares S&P MidCap 400 Index shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $905k | 15k | 60.74 |
| 2023-12-31 | $775k | 2.8k | 277.15 |
| 2023-09-30 | $757k | 3.0k | 249.35 |
| 2023-06-30 | $794k | 3.0k | 261.48 |
| 2023-03-31 | $888k | 3.6k | 250.16 |
| 2022-12-31 | $864k | 3.6k | 241.89 |
| 2022-09-30 | $773k | 3.5k | 219.35 |
| 2022-06-30 | $767k | 3.4k | 226.12 |
| 2022-03-31 | $949k | 3.5k | 268.38 |
| 2021-12-31 | $999k | 3.5k | 283.00 |
| 2021-09-30 | $691k | 2.6k | 263.04 |
| 2021-06-30 | $692k | 2.6k | 268.63 |
| 2021-03-31 | $668k | 2.6k | 260.33 |
| 2020-12-31 | $641k | 2.8k | 229.67 |
| 2020-09-30 | $298k | 1.6k | 185.21 |
| 2020-06-30 | $331k | 1.9k | 178.05 |
| 2020-03-31 | $297k | 2.1k | 144.03 |
| 2019-12-31 | $684k | 3.3k | 205.71 |
| 2019-09-30 | $642k | 3.3k | 193.08 |
| 2019-06-30 | $504k | 2.6k | 194.37 |
| 2019-03-31 | $423k | 2.2k | 189.18 |
| 2018-12-31 | $382k | 2.3k | 166.01 |