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iShares S&P MidCap 400 Index shares owned by Walkner Condon Financial Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Walkner Condon Financial Advisors from 13F filings

Historical chart of Walkner Condon Financial 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 Walkner Condon Financial 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 Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 67k 62.32
2024-06-30 $2.4M 39k 62.42
2024-03-31 $2.6M 43k 60.72
2023-12-31 $2.3M 8.2k 277.20
2023-09-30 $1.6M 6.2k 249.38
2023-06-30 $1.4M 5.5k 261.43
2023-03-31 $1.4M 5.6k 250.02
2022-12-31 $1.2M 5.1k 241.92
2022-09-30 $978k 4.5k 219.23
2022-06-30 $797k 3.5k 226.23
2022-03-31 $884k 3.3k 268.37
2021-12-31 $643k 2.3k 283.01
2021-09-30 $587k 2.2k 262.99
2021-06-30 $432k 1.6k 268.49
2021-03-31 $379k 1.5k 260.66
2020-12-31 $323k 1.4k 229.89
2020-09-30 $254k 1.4k 185.67