iShares S&P MidCap 400 Index shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Sweet Financial 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 Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 54k | 62.32 |
| 2024-06-30 | $3.1M | 53k | 58.52 |
| 2024-03-31 | $3.2M | 53k | 60.74 |
| 2023-12-31 | $2.6M | 9.2k | 277.15 |
| 2023-09-30 | $1.6M | 6.5k | 249.35 |
| 2023-06-30 | $1.4M | 5.2k | 261.48 |
| 2023-03-31 | $1.1M | 4.2k | 250.16 |
| 2022-12-31 | $237k | 981 | 241.89 |
| 2022-09-30 | $215k | 981 | 219.16 |
| 2022-06-30 | $222k | 981 | 226.30 |
| 2022-03-31 | $263k | 981 | 268.09 |
| 2021-12-31 | $271k | 959 | 282.59 |