iShares S&P MidCap 400 Index shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions Group investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Wealth Dimensions Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $896k | 14k | 65.26 |
| 2025-06-30 | $918k | 15k | 62.02 |
| 2025-03-31 | $840k | 14k | 58.35 |
| 2024-12-31 | $897k | 14k | 62.31 |
| 2024-09-30 | $778k | 13k | 62.32 |
| 2024-06-30 | $731k | 13k | 58.52 |
| 2024-03-31 | $759k | 13k | 60.74 |
| 2023-12-31 | $696k | 2.5k | 277.19 |
| 2023-09-30 | $650k | 2.6k | 249.37 |
| 2023-06-30 | $661k | 2.5k | 261.50 |
| 2023-03-31 | $644k | 2.6k | 250.11 |
| 2022-12-31 | $617k | 2.6k | 241.84 |
| 2022-09-30 | $563k | 2.6k | 219.32 |
| 2022-06-30 | $568k | 2.5k | 226.29 |
| 2022-03-31 | $765k | 2.9k | 268.23 |
| 2021-12-31 | $814k | 2.9k | 283.23 |
| 2021-09-30 | $758k | 2.9k | 263.19 |
| 2021-06-30 | $636k | 2.4k | 268.69 |
| 2021-03-31 | $599k | 2.3k | 260.21 |
| 2020-12-31 | $284k | 1.2k | 229.96 |