iShares S&P MidCap 400 Index shares owned by Shelton Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Shelton Wealth Management
from 13F filings
Historical chart of Shelton 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 Shelton 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 Shelton Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $775k | 12k | 62.32 |
| 2024-06-30 | $728k | 12k | 58.52 |
| 2024-03-31 | $739k | 12k | 60.74 |
| 2023-09-30 | $650k | 2.6k | 249.35 |
| 2023-06-30 | $707k | 2.7k | 261.48 |
| 2023-03-31 | $677k | 2.7k | 250.16 |
| 2022-12-31 | $654k | 2.7k | 241.89 |
| 2022-09-30 | $599k | 2.7k | 219.25 |
| 2022-06-30 | $618k | 2.7k | 226.21 |
| 2022-03-31 | $722k | 2.7k | 268.40 |
| 2021-12-31 | $676k | 2.4k | 283.20 |