iShares S&P MidCap 400 Index shares owned by Private Wealth Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Private Wealth Group
from 13F filings
Historical chart of Private Wealth Group 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 Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 17k | 65.26 |
| 2025-06-30 | $1.1M | 17k | 62.02 |
| 2025-03-31 | $998k | 17k | 58.35 |
| 2024-12-31 | $2.8M | 44k | 62.31 |
| 2024-09-30 | $2.8M | 44k | 62.32 |
| 2024-06-30 | $2.6M | 44k | 58.52 |
| 2024-03-31 | $2.7M | 44k | 60.74 |
| 2023-12-31 | $2.4M | 8.6k | 277.15 |
| 2023-09-30 | $1.8M | 7.4k | 249.35 |
| 2023-06-30 | $1.4M | 5.2k | 261.48 |
| 2023-03-31 | $1.3M | 5.2k | 250.16 |
| 2022-12-31 | $1.2M | 5.2k | 241.89 |
| 2022-09-30 | $1.1M | 5.2k | 219.21 |
| 2022-06-30 | $1.2M | 5.2k | 226.18 |
| 2022-03-31 | $1.4M | 5.2k | 268.40 |
| 2021-12-31 | $1.4M | 5.1k | 283.07 |
| 2021-09-30 | $2.8M | 11k | 263.03 |
| 2021-06-30 | $2.9M | 11k | 268.73 |
| 2021-03-31 | $2.4M | 9.3k | 260.33 |
| 2020-12-31 | $1.6M | 6.8k | 229.81 |
| 2020-09-30 | $1.0M | 5.5k | 185.35 |
| 2020-06-30 | $1.1M | 6.3k | 177.88 |
| 2020-03-31 | $877k | 6.1k | 143.82 |
| 2019-12-31 | $771k | 3.7k | 205.82 |
| 2019-09-30 | $724k | 3.7k | 193.27 |
| 2019-06-30 | $728k | 3.7k | 194.34 |
| 2019-03-31 | $709k | 3.7k | 189.27 |
| 2018-12-31 | $722k | 4.3k | 166.13 |
| 2018-09-30 | $875k | 4.3k | 201.33 |
| 2018-06-30 | $847k | 4.3k | 194.89 |
| 2018-03-31 | $815k | 4.3k | 187.53 |
| 2017-12-31 | $1.2M | 6.1k | 189.71 |