iShares S&P MidCap 400 Index shares owned by Summit Wealth Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group 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 Summit Wealth Group 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 Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $273k | 4.2k | 65.26 |
| 2025-06-30 | $259k | 4.2k | 61.92 |
| 2025-03-31 | $225k | 3.9k | 58.44 |
| 2024-12-31 | $240k | 3.9k | 62.34 |
| 2024-09-30 | $240k | 3.9k | 62.34 |
| 2024-06-30 | $225k | 3.9k | 58.44 |
| 2023-06-30 | $201k | 770 | 261.04 |
| 2023-03-31 | $1.0k | 193k | 0.01 |
| 2021-09-30 | $203k | 770 | 263.64 |