iShares S&P MidCap 400 Index shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $394k | 1.4k | 277.07 |
| 2023-09-30 | $949k | 3.8k | 249.47 |
| 2023-06-30 | $332k | 1.3k | 261.83 |
| 2023-03-31 | $317k | 1.3k | 250.20 |
| 2022-12-31 | $229k | 947 | 241.82 |
| 2022-09-30 | $207k | 943 | 219.51 |
| 2022-06-30 | $213k | 943 | 225.87 |
| 2022-03-31 | $253k | 942 | 268.58 |
| 2021-12-31 | $266k | 941 | 282.68 |
| 2021-09-30 | $186k | 706 | 263.46 |
| 2021-06-30 | $190k | 706 | 269.12 |
| 2021-03-31 | $183k | 705 | 259.57 |
| 2020-12-31 | $162k | 705 | 229.79 |
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