iShares S&P MidCap 400 Index shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak 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 Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $925k | 14k | 65.26 |
| 2025-06-30 | $913k | 15k | 62.02 |
| 2025-03-31 | $877k | 15k | 58.35 |
| 2024-12-31 | $951k | 15k | 62.31 |
| 2024-09-30 | $1.1M | 18k | 62.32 |
| 2024-06-30 | $833k | 14k | 58.52 |
| 2024-03-31 | $837k | 14k | 60.74 |
| 2023-12-31 | $784k | 2.8k | 277.19 |
| 2023-09-30 | $3.3M | 13k | 250.48 |
| 2023-06-30 | $713k | 2.7k | 261.47 |
| 2019-12-31 | $2.6M | 13k | 205.82 |
More positions owned by Steel Peak Wealth Management
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