iShares S&P MidCap 400 Index shares owned by Ratio Wealth Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Ratio Wealth Group
from 13F filings
Historical chart of Ratio Wealth Group investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Ratio Wealth Group 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 Ratio Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 189k | 60.74 |
| 2023-09-30 | $11M | 43k | 249.35 |
| 2023-06-30 | $11M | 41k | 261.48 |
| 2022-12-31 | $6.6M | 27k | 241.89 |
| 2022-09-30 | $6.3M | 29k | 219.26 |
| 2022-06-30 | $7.3M | 33k | 226.23 |
| 2022-03-31 | $9.5M | 35k | 268.34 |
| 2021-12-31 | $9.9M | 35k | 283.08 |
| 2021-09-30 | $8.9M | 34k | 263.07 |
| 2021-06-30 | $9.3M | 34k | 268.73 |
| 2021-03-31 | $9.1M | 35k | 260.28 |
| 2020-12-31 | $9.9M | 35k | 283.08 |