iShares S&P MidCap 400 Index shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $106k | 383 | 277.15 |
| 2021-12-31 | $1.9M | 6.6k | 283.05 |
| 2021-09-30 | $1.8M | 6.9k | 263.02 |
| 2021-06-30 | $1.9M | 7.0k | 268.68 |
| 2021-03-31 | $1.4M | 5.4k | 260.35 |
| 2020-12-31 | $1.3M | 5.6k | 229.89 |
| 2020-09-30 | $999k | 5.4k | 185.27 |
| 2020-06-30 | $1.1M | 5.9k | 177.88 |
More positions owned by Rockbridge Investment Management, LCC
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