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iShares S&P MidCap 400 Index shares owned by Roger Wittlin Investment Advisory

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Roger Wittlin Investment Advisory from 13F filings

Historical chart of Roger Wittlin Investment Advisory 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 Roger Wittlin Investment Advisory 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 Roger Wittlin Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 40k 60.74
2023-12-31 $5.9M 21k 277.15
2023-09-30 $5.3M 21k 249.35
2023-06-30 $5.6M 21k 261.48
2023-03-31 $5.3M 21k 250.16
2022-12-31 $5.1M 21k 241.89
2022-06-30 $3.7M 17k 226.24