iShares S&P MidCap 400 Index shares owned by Wagner Bowman Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wagner Bowman Management
from 13F filings
Historical chart of Wagner Bowman Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Wagner Bowman Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $893k | 14k | 65.26 |
| 2025-06-30 | $938k | 15k | 62.02 |
| 2025-03-31 | $966k | 17k | 58.35 |
| 2024-12-31 | $1.2M | 19k | 62.31 |
| 2024-09-30 | $1.2M | 19k | 62.32 |
| 2024-06-30 | $1.1M | 19k | 58.52 |
| 2024-03-31 | $1.2M | 20k | 60.74 |
| 2023-12-31 | $1.1M | 4.0k | 277.16 |
| 2023-09-30 | $1.0M | 4.1k | 249.33 |
| 2023-06-30 | $1.4M | 5.2k | 261.49 |
| 2023-03-31 | $1.3M | 5.2k | 250.16 |
| 2022-09-30 | $1.1M | 5.0k | 219.31 |
| 2022-06-30 | $1.2M | 5.1k | 228.84 |
| 2022-03-31 | $1.6M | 6.0k | 256.33 |
| 2021-12-31 | $1.6M | 5.8k | 283.11 |
| 2021-09-30 | $1.5M | 5.8k | 263.14 |
| 2021-06-30 | $1.5M | 5.8k | 267.00 |
| 2021-03-31 | $1.5M | 5.7k | 260.26 |
| 2020-12-31 | $1.3M | 5.4k | 246.25 |
| 2020-09-30 | $1000k | 5.4k | 185.29 |
| 2020-06-30 | $1.0M | 5.9k | 177.71 |
| 2020-03-31 | $774k | 5.4k | 143.79 |
| 2019-12-31 | $2.2M | 11k | 205.79 |
| 2019-09-30 | $2.1M | 11k | 193.16 |
| 2019-06-30 | $1.6M | 8.4k | 194.23 |
| 2019-03-31 | $1.4M | 7.6k | 189.30 |
| 2018-12-31 | $882k | 5.3k | 165.95 |
| 2018-09-30 | $1.1M | 5.3k | 201.10 |
| 2018-06-30 | $859k | 4.4k | 194.61 |
| 2018-03-31 | $758k | 4.0k | 187.39 |
| 2017-12-31 | $567k | 3.0k | 189.57 |
| 2017-09-30 | $663k | 3.7k | 178.71 |
| 2017-06-30 | $620k | 3.6k | 173.91 |
| 2017-03-31 | $610k | 3.6k | 171.11 |
| 2016-12-31 | $572k | 3.5k | 165.13 |
| 2016-09-30 | $504k | 3.3k | 154.41 |
| 2016-06-30 | $345k | 2.3k | 149.09 |
| 2016-03-31 | $254k | 1.8k | 143.67 |
| 2015-12-31 | $246k | 1.8k | 139.14 |