iShares S&P MidCap 400 Index shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners 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 Partners 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 Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 69k | 65.26 |
| 2025-06-30 | $4.3M | 69k | 62.02 |
| 2025-03-31 | $4.2M | 72k | 58.35 |
| 2024-12-31 | $4.4M | 71k | 62.31 |
| 2024-09-30 | $4.6M | 74k | 62.32 |
| 2024-06-30 | $4.3M | 74k | 58.52 |
| 2024-03-31 | $4.4M | 72k | 60.74 |
| 2023-12-31 | $3.7M | 13k | 277.15 |
| 2023-09-30 | $3.0M | 12k | 249.36 |
| 2023-06-30 | $3.1M | 12k | 261.47 |
| 2023-03-31 | $2.9M | 12k | 250.16 |
| 2022-12-31 | $2.8M | 12k | 241.89 |
| 2022-09-30 | $2.6M | 12k | 219.26 |
| 2022-06-30 | $2.8M | 12k | 226.23 |
| 2022-03-31 | $3.8M | 14k | 268.34 |
| 2021-12-31 | $3.9M | 14k | 283.08 |
| 2021-09-30 | $3.4M | 13k | 263.07 |
| 2021-06-30 | $3.5M | 13k | 268.73 |
| 2021-03-31 | $3.3M | 13k | 260.29 |
| 2020-12-31 | $2.9M | 13k | 229.83 |
| 2020-09-30 | $2.8M | 15k | 185.31 |
| 2020-06-30 | $2.6M | 15k | 177.81 |
| 2020-03-31 | $1.1M | 7.6k | 143.87 |
| 2019-12-31 | $1.4M | 6.9k | 205.83 |