iShares S&P MidCap 400 Index shares owned by Private Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Private Wealth Partners
from 13F filings
Historical chart of Private 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 Private 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 Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $646k | 9.9k | 65.26 |
| 2025-06-30 | $583k | 9.4k | 62.02 |
| 2025-03-31 | $549k | 9.4k | 58.35 |
| 2024-12-31 | $671k | 11k | 62.31 |
| 2024-09-30 | $583k | 9.4k | 62.32 |
| 2024-03-31 | $565k | 9.3k | 60.74 |
| 2023-12-31 | $511k | 1.8k | 277.15 |
| 2023-09-30 | $459k | 1.8k | 249.35 |
| 2023-06-30 | $481k | 1.8k | 261.48 |
| 2023-03-31 | $445k | 1.8k | 250.16 |
| 2020-12-31 | $253k | 1.1k | 230.00 |
| 2020-09-30 | $204k | 1.1k | 185.45 |
| 2019-12-31 | $269k | 1.3k | 205.50 |
| 2019-09-30 | $253k | 1.3k | 193.28 |
| 2019-06-30 | $257k | 1.3k | 194.26 |