iShares S&P MidCap 400 Index shares owned by Procyon Private Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Procyon Private Wealth Partners
from 13F filings
Historical chart of Procyon Private 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 Procyon Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 24k | 65.26 |
| 2025-06-30 | $492k | 7.9k | 62.02 |
| 2025-03-31 | $2.6M | 45k | 58.35 |
| 2024-12-31 | $1.2M | 19k | 62.31 |
| 2024-09-30 | $574k | 9.2k | 62.32 |
| 2024-06-30 | $994k | 17k | 58.51 |
| 2024-03-31 | $1.1M | 18k | 60.71 |
| 2023-12-31 | $1.1M | 4.1k | 277.15 |
| 2023-09-30 | $826k | 3.3k | 249.35 |
| 2023-06-30 | $290k | 1.1k | 261.48 |
| 2023-03-31 | $266k | 1.1k | 250.26 |
| 2020-06-30 | $29k | 163 | 177.91 |
| 2020-03-31 | $23k | 163 | 141.10 |
| 2019-12-31 | $71k | 346 | 205.20 |
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