iShares S&P MidCap 400 Index shares owned by Von Berge Wealth Management Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Von Berge Wealth Management Group
from 13F filings
Historical chart of Von Berge 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 Von Berge Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Index by Von Berge Wealth Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $242k | 3.7k | 65.71 |
2024-06-30 | $212k | 3.7k | 57.98 |
2024-03-31 | $222k | 3.7k | 60.75 |
2023-12-31 | $203k | 744 | 272.20 |
2023-03-31 | $242k | 967 | 250.20 |
2022-12-31 | $252k | 967 | 261.06 |
2022-09-30 | $218k | 967 | 225.44 |
2022-06-30 | $220k | 967 | 227.51 |
2022-03-31 | $253k | 967 | 261.63 |
2021-12-31 | $263k | 1.0k | 261.95 |
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