iShares S&P MidCap 400 Index shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth 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 WCG Wealth 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 WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.4M | 70k | 62.32 |
| 2024-06-30 | $2.7M | 46k | 58.53 |
| 2024-03-31 | $3.3M | 55k | 60.75 |
| 2023-12-31 | $3.2M | 12k | 277.20 |
| 2023-09-30 | $3.2M | 13k | 253.71 |
| 2022-09-30 | $1.9M | 8.6k | 219.28 |
| 2022-06-30 | $1.8M | 22k | 81.45 |