iShares S&P MidCap 400 Index shares owned by Wallace Advisory Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wallace Advisory Group
from 13F filings
Historical chart of Wallace Advisory 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 Wallace Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Wallace Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $634k | 10k | 62.02 |
| 2025-06-30 | $607k | 10k | 58.35 |
| 2025-03-31 | $649k | 10k | 62.31 |
| 2024-12-31 | $619k | 9.9k | 62.32 |
| 2024-09-30 | $581k | 9.9k | 58.51 |
| 2024-06-30 | $582k | 9.9k | 58.52 |
| 2024-03-31 | $586k | 2.1k | 277.15 |
| 2023-12-31 | $528k | 2.1k | 249.67 |
| 2023-09-30 | $562k | 2.1k | 261.82 |
| 2023-06-30 | $261k | 1.0k | 250.44 |
| 2023-03-31 | $261k | 1.0k | 250.44 |
| 2022-12-31 | $252k | 1.0k | 242.11 |
More positions owned by Wallace Advisory Group
Cigna Corp (CI)
View all positions for Wallace Advisory Group