iShares S&P MidCap 400 Index shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA Wealth Partners 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 SIMA Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $726k | 9.4k | 77.11 |
| 2026-03-31 | $670k | 9.9k | 67.53 |
| 2025-12-31 | $659k | 10k | 66.00 |
| 2025-09-30 | $656k | 10k | 65.26 |
| 2025-06-30 | $625k | 10k | 62.02 |
| 2025-03-31 | $615k | 11k | 58.35 |
| 2024-12-31 | $669k | 11k | 62.31 |
| 2024-09-30 | $686k | 11k | 62.32 |
| 2024-06-30 | $652k | 11k | 58.52 |