iShares S&P MidCap 400 Index shares owned by Watershed Private Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Watershed Private Wealth
from 13F filings
Historical chart of Watershed Private Wealth 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 Watershed Private Wealth 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 Watershed Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 21k | 62.32 |
| 2024-06-30 | $1.4M | 24k | 58.52 |
| 2024-03-31 | $1.6M | 26k | 60.74 |
| 2023-12-31 | $6.1M | 22k | 277.15 |
| 2023-09-30 | $5.4M | 22k | 249.35 |
| 2023-06-30 | $5.7M | 22k | 261.48 |
| 2023-03-31 | $5.8M | 23k | 250.16 |
| 2022-12-31 | $5.6M | 23k | 241.89 |