iShares S&P MidCap 400 Index shares owned by Warren Street Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Warren Street Wealth Advisors
from 13F filings
Historical chart of Warren Street Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Warren Street Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $993k | 15k | 65.26 |
| 2025-06-30 | $1.2M | 19k | 62.02 |
| 2025-03-31 | $904k | 16k | 58.35 |
| 2024-12-31 | $965k | 16k | 62.31 |
| 2024-09-30 | $968k | 16k | 62.32 |
| 2024-06-30 | $909k | 16k | 58.52 |
| 2024-03-31 | $943k | 16k | 60.74 |
| 2023-12-31 | $852k | 3.1k | 277.19 |
| 2023-09-30 | $773k | 3.1k | 249.35 |
| 2023-06-30 | $811k | 3.1k | 261.48 |
| 2023-03-31 | $780k | 3.1k | 250.16 |
| 2022-12-31 | $758k | 3.1k | 242.00 |
| 2022-09-30 | $613k | 2.8k | 219.09 |
| 2022-06-30 | $633k | 2.8k | 226.23 |
| 2022-03-31 | $771k | 2.9k | 268.45 |
| 2021-12-31 | $989k | 3.5k | 283.06 |
More positions owned by Warren Street Wealth Advisors
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