iShares S&P MidCap 400 Index shares owned by Towerpoint Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Towerpoint Wealth
from 13F filings
Historical chart of Towerpoint Wealth 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 Towerpoint Wealth 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 Towerpoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 37k | 65.26 |
| 2025-06-30 | $2.3M | 38k | 62.02 |
| 2025-03-31 | $827k | 14k | 58.35 |
| 2024-12-31 | $516k | 8.3k | 62.31 |
| 2024-09-30 | $518k | 8.3k | 62.32 |
| 2024-06-30 | $474k | 8.1k | 58.52 |
| 2024-03-31 | $578k | 9.5k | 60.74 |
| 2023-12-31 | $510k | 1.8k | 277.20 |
| 2023-09-30 | $472k | 1.9k | 249.40 |
| 2023-06-30 | $535k | 2.0k | 261.53 |
| 2023-03-31 | $627k | 2.5k | 250.20 |
| 2022-12-31 | $662k | 2.7k | 241.91 |
| 2022-09-30 | $653k | 3.0k | 219.13 |
| 2022-06-30 | $774k | 3.4k | 226.32 |
| 2019-09-30 | $103k | 532 | 193.61 |