iShares S&P MidCap 400 Index shares owned by Strategies Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Strategies Wealth Advisors
from 13F filings
Historical chart of Strategies 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 Strategies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Index by Strategies Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $782k | 13k | 62.32 |
2024-06-30 | $790k | 14k | 58.52 |
2024-03-31 | $916k | 15k | 60.74 |
2023-12-31 | $814k | 2.9k | 277.15 |
2023-09-30 | $718k | 2.9k | 249.33 |
2023-06-30 | $805k | 3.1k | 261.44 |
2023-03-31 | $657k | 2.6k | 250.13 |
2022-12-31 | $619k | 2.6k | 241.91 |
2022-06-30 | $402k | 1.8k | 226.28 |
2022-03-31 | $477k | 1.8k | 268.33 |
2021-12-31 | $516k | 1.8k | 283.01 |
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