iShares S&P MidCap 400 Index shares owned by Shira Ridge Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Shira Ridge Wealth Management
from 13F filings
Historical chart of Shira Ridge 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 Shira Ridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $350k | 5.6k | 62.31 |
| 2024-09-30 | $350k | 5.6k | 62.32 |
| 2024-06-30 | $316k | 5.4k | 58.52 |
| 2024-03-31 | $328k | 5.4k | 60.74 |
| 2023-12-31 | $296k | 1.1k | 277.04 |
| 2023-09-30 | $273k | 1.1k | 249.35 |
| 2023-06-30 | $237k | 907 | 261.48 |
| 2023-03-31 | $210k | 839 | 250.11 |
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