iShares S&P MidCap 400 Index shares owned by Raffa Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Raffa Wealth Management
from 13F filings
Historical chart of Raffa Wealth Management 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 Raffa Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Index by Raffa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $56k | 728 | 77.11 |
| 2026-03-31 | $49k | 728 | 67.53 |
| 2025-12-31 | $48k | 728 | 66.00 |
| 2024-09-30 | $15k | 245 | 62.32 |
| 2024-06-30 | $399k | 6.8k | 58.52 |
| 2024-03-31 | $15k | 245 | 60.74 |
| 2023-12-31 | $14k | 49 | 277.14 |
| 2023-09-30 | $12k | 49 | 249.35 |
| 2023-06-30 | $26k | 100 | 261.48 |
| 2023-03-31 | $75k | 300 | 250.16 |
| 2022-12-31 | $73k | 300 | 241.89 |
| 2022-09-30 | $66k | 300 | 219.26 |
| 2022-06-30 | $68k | 300 | 226.23 |
| 2022-03-31 | $81k | 300 | 268.34 |
| 2021-12-31 | $85k | 300 | 283.08 |
| 2021-09-30 | $79k | 300 | 263.07 |
| 2021-06-30 | $81k | 300 | 268.73 |
| 2021-03-31 | $365k | 1.4k | 260.22 |
| 2020-12-31 | $222k | 967 | 229.83 |
| 2020-09-30 | $176k | 950 | 185.31 |
| 2020-06-30 | $160k | 902 | 177.82 |
| 2020-03-31 | $129k | 898 | 143.86 |
| 2019-12-31 | $41k | 200 | 205.82 |
| 2019-09-30 | $58k | 300 | 193.23 |
| 2019-03-31 | $114k | 600 | 189.40 |
| 2018-12-31 | $91k | 550 | 166.06 |
| 2018-09-30 | $91k | 450 | 201.29 |
| 2018-06-30 | $68k | 350 | 194.78 |
| 2018-03-31 | $66k | 350 | 187.57 |
| 2017-12-31 | $62k | 325 | 189.78 |
| 2017-09-30 | $27k | 150 | 178.90 |
| 2017-06-30 | $26k | 150 | 173.95 |
| 2017-03-31 | $30k | 177 | 171.33 |
| 2016-12-31 | $35k | 209 | 165.40 |
| 2016-09-30 | $16k | 103 | 154.71 |
| 2016-06-30 | $6.4k | 43 | 149.40 |
| 2015-09-30 | $14k | 100 | 136.61 |