iShares S&P MidCap 400 Index shares owned by SWMG
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by SWMG
from 13F filings
Historical chart of SWMG investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by SWMG 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 SWMG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $655k | 10k | 65.62 |
| 2025-06-30 | $876k | 14k | 64.23 |
| 2025-03-31 | $705k | 13k | 56.59 |
| 2024-12-31 | $869k | 13k | 65.48 |
| 2024-09-30 | $682k | 10k | 65.44 |
| 2024-06-30 | $544k | 9.3k | 58.52 |
| 2024-03-31 | $500k | 8.2k | 60.74 |
| 2023-12-31 | $471k | 1.7k | 277.15 |
| 2023-09-30 | $1.5M | 5.9k | 249.35 |
| 2023-06-30 | $214k | 820 | 261.48 |