iShares S&P MidCap 400 Index shares owned by Wealth Alliance
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Wealth Alliance 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 Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.3M | 12k | 277.16 |
| 2023-09-30 | $4.8M | 19k | 249.35 |
| 2023-06-30 | $3.1M | 12k | 261.48 |
| 2023-03-31 | $2.9M | 12k | 250.15 |
| 2022-12-31 | $2.8M | 12k | 235.64 |
| 2022-09-30 | $2.6M | 12k | 219.27 |
| 2022-06-30 | $2.8M | 13k | 226.26 |
| 2022-03-31 | $3.9M | 14k | 270.68 |
| 2021-12-31 | $4.1M | 14k | 283.05 |
| 2021-09-30 | $3.8M | 14k | 263.16 |
| 2021-06-30 | $4.6M | 17k | 268.74 |
| 2021-03-31 | $4.7M | 18k | 260.30 |
| 2020-12-31 | $4.3M | 19k | 229.69 |
| 2020-09-30 | $3.5M | 19k | 185.33 |
| 2020-06-30 | $3.4M | 19k | 177.85 |
| 2020-03-31 | $2.4M | 17k | 143.86 |
| 2019-12-31 | $2.7M | 13k | 205.84 |