iShares S&P MidCap 400 Index shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Sax Wealth Advisors 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 Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $27M | 98k | 277.15 |
| 2023-09-30 | $26M | 105k | 249.35 |
| 2023-06-30 | $27M | 104k | 261.48 |
| 2023-03-31 | $26M | 103k | 250.16 |
| 2022-12-31 | $24M | 101k | 241.89 |
| 2022-09-30 | $21M | 96k | 219.26 |
| 2022-06-30 | $20M | 90k | 226.23 |
| 2022-03-31 | $23M | 86k | 268.34 |
| 2021-12-31 | $24M | 84k | 283.08 |
| 2021-09-30 | $20M | 77k | 263.07 |
| 2021-06-30 | $20M | 73k | 268.73 |
| 2021-03-31 | $18M | 68k | 260.28 |
| 2020-12-31 | $15M | 66k | 229.83 |