iShares S&P MidCap 400 Index shares owned by Selective Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Selective Wealth Management
from 13F filings
Historical chart of Selective 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 Selective Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $381k | 5.8k | 65.15 |
| 2025-06-30 | $371k | 5.8k | 63.65 |
| 2025-03-31 | $318k | 5.9k | 54.37 |
| 2024-12-31 | $368k | 5.8k | 63.10 |
| 2024-09-30 | $415k | 6.7k | 61.89 |
| 2024-06-30 | $556k | 9.6k | 57.73 |
| 2024-03-31 | $579k | 9.9k | 58.78 |
| 2023-12-31 | $564k | 2.1k | 269.52 |
| 2023-09-30 | $650k | 2.7k | 243.29 |
| 2023-06-30 | $795k | 3.0k | 262.98 |
| 2022-12-31 | $886k | 3.5k | 254.80 |
| 2022-09-30 | $778k | 3.5k | 219.22 |
| 2022-06-30 | $881k | 3.9k | 226.25 |
| 2022-03-31 | $69k | 256 | 269.53 |
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