iShares S&P MidCap 400 Index shares owned by Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Private Wealth Advisors
from 13F filings
Historical chart of Private Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $1.6M | 7.1k | 229.77 |
| 2019-12-31 | $3.6M | 18k | 205.35 |
| 2019-09-30 | $5.0M | 26k | 193.25 |
| 2019-06-30 | $9.5M | 49k | 194.25 |
| 2019-03-31 | $8.6M | 46k | 189.39 |
| 2018-12-31 | $7.1M | 43k | 166.06 |
| 2018-09-30 | $8.6M | 43k | 201.30 |
| 2018-06-30 | $8.0M | 41k | 194.77 |
| 2018-03-31 | $7.3M | 39k | 187.57 |
| 2017-12-31 | $7.1M | 37k | 189.77 |
| 2017-09-30 | $6.4M | 36k | 178.91 |
| 2017-06-30 | $6.2M | 36k | 173.95 |
| 2017-03-31 | $5.5M | 32k | 171.21 |
| 2016-12-31 | $4.9M | 29k | 165.33 |
| 2016-09-30 | $4.2M | 27k | 154.72 |
| 2016-06-30 | $4.0M | 27k | 149.38 |
| 2016-03-31 | $2.9M | 20k | 144.21 |
| 2015-12-31 | $2.6M | 19k | 139.32 |
| 2015-09-30 | $2.1M | 15k | 136.58 |
| 2015-06-30 | $2.3M | 15k | 150.01 |
| 2015-03-31 | $2.0M | 13k | 151.95 |