iShares S&P MidCap 400 Index shares owned by SFG Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by SFG Wealth Management
from 13F filings
Historical chart of SFG Wealth Management 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 SFG Wealth Management 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 SFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $746k | 12k | 60.74 |
| 2023-12-31 | $729k | 2.6k | 277.16 |
| 2023-09-30 | $546k | 2.2k | 249.39 |
| 2023-06-30 | $579k | 2.2k | 261.53 |
| 2023-03-31 | $545k | 2.2k | 250.16 |
| 2022-12-31 | $530k | 2.2k | 241.93 |
| 2022-09-30 | $519k | 2.4k | 219.36 |
| 2022-06-30 | $545k | 2.4k | 226.24 |
| 2022-03-31 | $730k | 2.7k | 268.48 |
| 2021-12-31 | $808k | 2.9k | 283.01 |