iShares S&P MidCap 400 Index shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group 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 Vista Wealth Management Group 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 Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $271k | 4.3k | 62.31 |
| 2024-09-30 | $272k | 4.4k | 62.32 |
| 2024-06-30 | $256k | 4.4k | 58.52 |
| 2024-03-31 | $265k | 4.4k | 60.74 |
| 2023-12-31 | $242k | 874 | 277.15 |
| 2023-09-30 | $221k | 887 | 249.35 |
| 2023-06-30 | $232k | 887 | 261.48 |
| 2023-03-31 | $222k | 887 | 250.16 |
| 2022-12-31 | $215k | 887 | 241.89 |
| 2022-09-30 | $245k | 1.1k | 232.23 |
More positions owned by Vista Wealth Management Group
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