iShares S&P MidCap 400 Index shares owned by W Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by W Advisors
from 13F filings
Historical chart of W Advisors 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 W Advisors 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 W Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $370k | 5.9k | 62.32 |
| 2024-06-30 | $348k | 5.9k | 58.52 |
| 2024-03-31 | $361k | 5.9k | 60.74 |
| 2023-12-31 | $330k | 1.2k | 277.15 |
| 2023-09-30 | $504k | 2.0k | 249.35 |
| 2023-06-30 | $315k | 1.2k | 261.48 |
| 2023-03-31 | $301k | 1.2k | 250.16 |
| 2022-12-31 | $316k | 1.3k | 241.89 |
| 2022-09-30 | $294k | 1.3k | 219.30 |
| 2022-06-30 | $338k | 1.5k | 226.72 |
| 2022-03-31 | $455k | 1.7k | 268.36 |
| 2021-12-31 | $496k | 1.8k | 282.77 |