iShares S&P MidCap 400 Index shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.9M | 6.8k | 277.15 |
| 2023-09-30 | $6.5M | 26k | 250.50 |
| 2023-06-30 | $3.5M | 13k | 261.48 |
| 2023-03-31 | $12M | 50k | 250.16 |
| 2022-12-31 | $9.2M | 38k | 241.90 |
| 2022-09-30 | $7.1M | 33k | 219.26 |
| 2022-06-30 | $9.0M | 40k | 226.23 |
| 2022-03-31 | $12M | 44k | 268.34 |
| 2021-12-31 | $6.9M | 24k | 283.06 |
| 2021-09-30 | $815k | 3.1k | 262.99 |
| 2021-06-30 | $808k | 3.0k | 268.62 |
| 2021-03-31 | $876k | 3.4k | 260.10 |
| 2020-12-31 | $521k | 2.3k | 229.52 |
| 2020-09-30 | $439k | 2.4k | 185.15 |
| 2020-06-30 | $475k | 2.7k | 177.70 |
| 2020-03-31 | $2.3M | 16k | 143.86 |
| 2019-12-31 | $2.2M | 11k | 205.76 |
| 2019-09-30 | $2.4M | 12k | 193.21 |
| 2019-06-30 | $2.3M | 12k | 194.30 |
| 2019-03-31 | $2.0M | 11k | 189.41 |
| 2018-12-31 | $1.4M | 8.6k | 166.08 |
More positions owned by Robertson Stephens Wealth Management
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