iShares S&P MidCap 400 Index shares owned by Segment Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Segment Wealth Management
from 13F filings
Historical chart of Segment 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 Segment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 5.2k | 65.26 |
| 2025-06-30 | $327k | 5.3k | 62.02 |
| 2025-03-31 | $312k | 5.3k | 58.35 |
| 2024-12-31 | $333k | 5.3k | 62.31 |
| 2024-09-30 | $333k | 5.3k | 62.32 |
| 2024-06-30 | $313k | 5.3k | 58.52 |
| 2024-03-31 | $324k | 5.3k | 60.74 |
| 2023-12-31 | $296k | 1.1k | 277.15 |
| 2023-09-30 | $266k | 1.1k | 249.35 |
| 2023-06-30 | $279k | 1.1k | 261.48 |
| 2023-03-31 | $267k | 1.1k | 250.16 |
| 2022-12-31 | $258k | 1.1k | 241.89 |
| 2022-09-30 | $234k | 1.1k | 219.10 |
| 2022-06-30 | $242k | 1.1k | 226.59 |
| 2022-03-31 | $287k | 1.1k | 268.73 |
| 2021-12-31 | $302k | 1.1k | 282.77 |
| 2020-03-31 | $265k | 1.8k | 143.63 |
| 2019-12-31 | $345k | 1.7k | 205.97 |
| 2019-09-30 | $324k | 1.7k | 193.43 |
| 2019-06-30 | $279k | 1.4k | 194.43 |
| 2019-03-31 | $272k | 1.4k | 189.55 |
| 2018-12-31 | $213k | 1.3k | 165.76 |
| 2018-09-30 | $259k | 1.3k | 201.56 |
| 2018-06-30 | $311k | 1.6k | 194.98 |
| 2018-03-31 | $275k | 1.5k | 187.71 |
| 2015-09-30 | $924k | 6.8k | 136.59 |
| 2015-03-31 | $1.0M | 6.8k | 151.96 |
| 2014-12-31 | $986k | 6.8k | 144.79 |
| 2014-09-30 | $1.1M | 8.3k | 136.70 |
| 2014-06-30 | $1.2M | 8.3k | 143.10 |