iShares S&P MidCap 400 Index shares owned by SkyOak Wealt
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by SkyOak Wealt
from 13F filings
Historical chart of SkyOak Wealt 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 SkyOak Wealt 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 SkyOak Wealt
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $348k | 5.3k | 65.26 |
| 2025-06-30 | $330k | 5.3k | 62.02 |
| 2025-03-31 | $311k | 5.3k | 58.35 |
| 2024-12-31 | $371k | 6.0k | 62.31 |
| 2024-09-30 | $332k | 5.3k | 62.32 |
| 2024-06-30 | $312k | 5.3k | 58.52 |
| 2024-03-31 | $323k | 5.3k | 60.74 |
| 2023-12-31 | $240k | 865 | 277.15 |
| 2023-09-30 | $216k | 865 | 249.35 |
| 2023-06-30 | $226k | 865 | 261.48 |
| 2023-03-31 | $229k | 915 | 250.16 |
| 2022-03-31 | $305k | 1.1k | 268.49 |
| 2021-12-31 | $322k | 1.1k | 283.45 |
| 2021-09-30 | $300k | 1.1k | 263.16 |
| 2021-06-30 | $302k | 1.1k | 269.16 |
| 2021-03-31 | $309k | 1.1k | 275.40 |
| 2020-12-31 | $432k | 1.9k | 229.79 |
| 2020-09-30 | $348k | 1.9k | 185.11 |
| 2020-06-30 | $373k | 2.1k | 177.79 |
| 2020-03-31 | $308k | 2.1k | 143.66 |
| 2019-12-31 | $442k | 2.1k | 205.87 |