iShares S&P MidCap 400 Index shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf 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 Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $386k | 6.2k | 62.32 |
| 2024-06-30 | $362k | 6.2k | 58.52 |
| 2024-03-31 | $398k | 6.6k | 60.74 |
| 2023-12-31 | $337k | 1.2k | 277.12 |
| 2023-09-30 | $305k | 1.2k | 249.31 |
| 2023-06-30 | $279k | 1.1k | 261.43 |
| 2023-03-31 | $301k | 1.2k | 250.35 |
| 2022-12-31 | $317k | 1.3k | 241.93 |
| 2022-09-30 | $287k | 1.3k | 219.25 |
| 2022-06-30 | $296k | 1.3k | 226.47 |
| 2022-03-31 | $350k | 1.3k | 268.20 |
| 2021-12-31 | $369k | 1.3k | 282.76 |
| 2021-09-30 | $343k | 1.3k | 263.04 |
| 2021-06-30 | $350k | 1.3k | 268.61 |
| 2021-03-31 | $329k | 20k | 16.18 |
| 2020-12-31 | $290k | 1.3k | 229.61 |
| 2020-09-30 | $228k | 1.2k | 185.52 |
| 2020-06-30 | $225k | 1.3k | 177.87 |
| 2020-03-31 | $273k | 1.9k | 143.76 |
| 2019-12-31 | $978k | 4.8k | 205.76 |
More positions owned by Sugarloaf Wealth Management
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