iShares S&P MidCap 400 Index shares owned by Sutton Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Sutton Wealth Advisors
from 13F filings
Historical chart of Sutton 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 Sutton 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 Sutton Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $451k | 1.8k | 249.35 |
| 2023-06-30 | $200k | 766 | 261.48 |
| 2023-03-31 | $150k | 600 | 250.16 |
| 2022-12-31 | $105k | 433 | 241.89 |
| 2022-09-30 | $131k | 595 | 219.26 |
| 2022-06-30 | $36k | 157 | 226.23 |
| 2022-03-31 | $42k | 157 | 268.34 |
| 2021-12-31 | $43k | 153 | 283.08 |
| 2021-09-30 | $44k | 168 | 263.07 |
| 2021-06-30 | $45k | 168 | 268.73 |
| 2021-03-31 | $43k | 166 | 260.28 |
| 2020-12-31 | $38k | 166 | 229.83 |
| 2020-09-30 | $31k | 166 | 185.31 |
| 2020-06-30 | $14k | 80 | 177.83 |
| 2020-03-31 | $3.7k | 26 | 143.85 |
| 2019-12-31 | $2.3k | 11 | 205.82 |
| 2019-09-30 | $2.1k | 11 | 193.27 |
| 2019-06-30 | $2.1k | 11 | 194.27 |
| 2019-03-31 | $2.1k | 11 | 189.36 |
| 2018-12-31 | $1.8k | 11 | 166.09 |
| 2018-09-30 | $2.2k | 11 | 201.27 |
| 2018-06-30 | $2.1k | 11 | 194.82 |
| 2018-03-31 | $2.1k | 11 | 187.55 |
| 2017-12-31 | $2.1k | 11 | 189.82 |
| 2017-09-30 | $2.0k | 11 | 178.91 |
| 2017-06-30 | $1.9k | 11 | 173.91 |
| 2017-03-31 | $1.9k | 11 | 171.18 |
| 2016-12-31 | $1.8k | 11 | 165.36 |
| 2016-09-30 | $1.7k | 11 | 154.73 |
| 2016-06-30 | $1.6k | 11 | 149.36 |
| 2016-03-31 | $1.6k | 11 | 144.18 |