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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Steel Peak 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 Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
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