iShares S&P MidCap 400 Index shares owned by Strategic Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Strategic Wealth Advisors
from 13F filings
Historical chart of Strategic Wealth Advisors 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 Strategic Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Strategic Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $10M | 46k | 219.27 |
| 2022-06-30 | $11M | 46k | 229.49 |
| 2022-03-31 | $12M | 46k | 268.89 |
| 2021-12-31 | $6.2M | 22k | 283.70 |
| 2021-09-30 | $6.4M | 24k | 263.84 |
| 2021-06-30 | $6.1M | 23k | 268.71 |
| 2021-03-31 | $5.7M | 22k | 260.27 |
| 2020-12-31 | $5.6M | 24k | 229.82 |
| 2020-09-30 | $3.3M | 18k | 185.32 |
| 2020-06-30 | $3.5M | 20k | 177.13 |
| 2020-03-31 | $5.5M | 40k | 139.21 |
| 2019-12-31 | $16M | 77k | 205.88 |
| 2019-09-30 | $15M | 80k | 190.37 |
| 2019-06-30 | $15M | 76k | 194.36 |
| 2019-03-31 | $14M | 74k | 190.93 |
| 2018-12-31 | $13M | 76k | 173.87 |
| 2018-09-30 | $23M | 113k | 201.29 |
| 2018-06-30 | $20M | 105k | 194.78 |
| 2018-03-31 | $29M | 152k | 187.57 |
| 2017-12-31 | $14M | 79k | 178.90 |
| 2017-09-30 | $14M | 79k | 178.90 |
| 2017-06-30 | $23M | 133k | 173.95 |
| 2017-03-31 | $1.8M | 10k | 171.24 |
| 2016-12-31 | $15M | 88k | 165.34 |
| 2016-09-30 | $4.9M | 32k | 154.70 |
| 2016-06-30 | $3.7M | 25k | 149.39 |
| 2016-03-31 | $2.6M | 18k | 144.18 |
| 2015-12-31 | $587k | 12k | 50.06 |
| 2015-09-30 | $1.7M | 12k | 136.59 |
| 2015-06-30 | $2.0M | 13k | 149.98 |
| 2014-12-31 | $1.2M | 8.1k | 144.80 |
| 2014-09-30 | $16M | 12k | 1368.00 |
| 2014-06-30 | $1.6M | 11k | 143.07 |