iShares S&P MidCap 400 Index shares owned by Wealth Effects
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects 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 Wealth Effects 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 Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 25k | 60.74 |
| 2023-12-31 | $1.4M | 5.0k | 277.15 |
| 2023-09-30 | $1.3M | 5.3k | 249.35 |
| 2023-06-30 | $1.4M | 5.3k | 261.48 |
| 2023-03-31 | $1.3M | 5.3k | 250.16 |
| 2022-12-31 | $1.5M | 6.1k | 241.89 |