iShares S&P MidCap 400 Index shares owned by Shakespeare Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Shakespeare Wealth Management
from 13F filings
Historical chart of Shakespeare 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 Shakespeare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 22k | 62.32 |
| 2024-03-31 | $1.4M | 23k | 60.74 |
| 2023-09-30 | $1.3M | 5.0k | 249.35 |
| 2023-06-30 | $1.4M | 5.2k | 261.48 |
| 2023-03-31 | $1.4M | 5.7k | 250.16 |
| 2022-12-31 | $1.4M | 5.7k | 241.89 |
| 2022-09-30 | $1.3M | 5.8k | 219.19 |
| 2019-03-31 | $1.4M | 7.6k | 189.42 |
| 2018-12-31 | $1.3M | 7.7k | 166.00 |
| 2018-09-30 | $1.6M | 8.2k | 201.32 |
| 2018-06-30 | $1.6M | 8.2k | 194.76 |
| 2018-03-31 | $1.5M | 8.2k | 187.54 |
| 2017-12-31 | $1.6M | 8.6k | 188.37 |
More positions owned by Shakespeare Wealth Management
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