iShares S&P MidCap 400 Index shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $721k | 11k | 65.26 |
| 2025-06-30 | $692k | 11k | 62.02 |
| 2025-03-31 | $614k | 11k | 58.35 |
| 2024-12-31 | $547k | 8.8k | 62.31 |
| 2024-09-30 | $547k | 8.8k | 62.32 |
| 2024-06-30 | $250k | 4.3k | 58.52 |
| 2024-03-31 | $258k | 4.3k | 60.74 |
| 2023-12-31 | $489k | 1.8k | 277.19 |
| 2023-09-30 | $453k | 1.8k | 249.39 |
| 2023-06-30 | $225k | 861 | 261.48 |
| 2023-03-31 | $226k | 902 | 250.16 |
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