iShares S&P MidCap 400 Index shares owned by River Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth Advisors 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 River Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by River Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 66k | 65.26 |
| 2025-06-30 | $4.1M | 67k | 62.02 |
| 2025-03-31 | $4.0M | 68k | 58.35 |
| 2024-12-31 | $4.3M | 69k | 62.31 |
| 2024-09-30 | $4.3M | 69k | 62.32 |
| 2024-03-31 | $4.3M | 71k | 60.74 |
| 2023-12-31 | $4.2M | 15k | 277.16 |
| 2023-09-30 | $3.5M | 14k | 249.35 |
| 2023-06-30 | $3.8M | 15k | 261.48 |
| 2023-03-31 | $3.7M | 15k | 250.15 |
| 2022-12-31 | $3.6M | 15k | 241.90 |
| 2022-09-30 | $3.3M | 15k | 219.24 |
| 2022-06-30 | $3.7M | 16k | 226.20 |
| 2022-03-31 | $4.5M | 17k | 268.38 |
| 2021-12-31 | $4.8M | 17k | 283.10 |
| 2021-09-30 | $4.5M | 17k | 263.07 |
| 2021-06-30 | $4.7M | 17k | 268.74 |
| 2021-03-31 | $4.5M | 17k | 260.29 |
| 2020-12-31 | $4.0M | 17k | 229.85 |
| 2020-09-30 | $3.2M | 17k | 185.30 |
| 2020-06-30 | $3.2M | 18k | 177.80 |
| 2020-03-31 | $2.3M | 16k | 143.84 |
| 2019-12-31 | $4.8M | 23k | 205.80 |
| 2019-09-30 | $4.4M | 23k | 193.25 |
| 2019-06-30 | $4.3M | 22k | 194.26 |
| 2019-03-31 | $3.9M | 21k | 189.41 |
| 2018-12-31 | $3.4M | 21k | 166.04 |
| 2018-09-30 | $3.7M | 18k | 201.31 |
| 2018-06-30 | $3.5M | 18k | 194.77 |
| 2018-03-31 | $3.4M | 18k | 187.58 |
| 2017-12-31 | $3.6M | 19k | 189.80 |
| 2017-09-30 | $3.4M | 19k | 178.92 |
| 2017-06-30 | $3.6M | 21k | 173.94 |
| 2017-03-31 | $3.6M | 21k | 171.21 |
| 2016-12-31 | $3.5M | 21k | 165.35 |
| 2016-09-30 | $2.9M | 19k | 154.73 |
| 2016-06-30 | $2.6M | 18k | 149.39 |
| 2016-03-31 | $2.1M | 15k | 144.19 |
| 2015-12-31 | $825k | 5.9k | 139.24 |