iShares S&P MidCap 400 Index shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner 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 Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $172k | 2.8k | 62.32 |
| 2024-09-30 | $172k | 2.8k | 62.33 |
| 2024-06-30 | $161k | 2.8k | 58.52 |
| 2024-03-31 | $167k | 2.8k | 60.74 |
| 2023-12-31 | $153k | 551 | 277.02 |
| 2023-09-30 | $137k | 551 | 249.19 |
| 2023-06-30 | $144k | 551 | 261.31 |
| 2023-03-31 | $151k | 603 | 250.00 |
| 2022-12-31 | $133k | 551 | 241.70 |
| 2022-09-30 | $121k | 550 | 220.00 |
| 2022-06-30 | $154k | 682 | 225.81 |
| 2022-03-31 | $366k | 1.4k | 268.33 |
| 2021-12-31 | $190k | 672 | 282.74 |
| 2021-09-30 | $187k | 672 | 278.27 |
| 2021-06-30 | $194k | 721 | 269.07 |
| 2021-03-31 | $188k | 721 | 260.75 |
| 2020-12-31 | $166k | 721 | 230.24 |
| 2018-09-30 | $159k | 792 | 200.76 |
| 2018-06-30 | $154k | 791 | 194.69 |
| 2018-03-31 | $110k | 586 | 187.71 |
| 2017-12-31 | $115k | 586 | 196.25 |