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iShares S&P MidCap 400 Index shares owned by Sterling Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Sterling Wealth Management from 13F filings

Historical chart of Sterling 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 Sterling 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 Sterling Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 3.6k 65.26
2025-06-30 $200k 3.2k 62.02
2024-12-31 $203k 3.3k 62.31
2024-09-30 $209k 3.4k 62.32
2024-06-30 $222k 3.8k 58.52
2024-03-31 $260k 4.3k 60.74
2023-12-31 $217k 784 277.15