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iShares S&P MidCap 400 Index shares owned by SilverOak Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by SilverOak Wealth Management from 13F filings

Historical chart of SilverOak 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 SilverOak 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 SilverOak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 24k 65.26
2025-06-30 $1.4M 23k 62.02
2025-03-31 $1.5M 25k 58.35
2024-12-31 $1.0M 17k 62.31
2024-09-30 $1.0M 17k 62.32
2024-06-30 $967k 17k 58.52
2024-03-31 $987k 16k 60.74
2023-12-31 $908k 3.3k 277.13