iShares S&P MidCap 400 Index shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services 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 Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Index by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $170M | 2.6M | 65.15 |
| 2025-06-30 | $167M | 2.6M | 63.79 |
| 2025-03-31 | $97M | 1.7M | 58.35 |
| 2024-12-31 | $101M | 1.6M | 62.32 |
| 2024-06-30 | $86M | 1.5M | 58.52 |
| 2024-03-31 | $46M | 757k | 60.74 |
| 2023-12-31 | $36M | 130k | 277.15 |
| 2023-09-30 | $33M | 132k | 249.35 |
| 2023-06-30 | $1.7M | 6.4k | 261.48 |
| 2023-03-31 | $2.1M | 8.2k | 250.15 |
| 2022-12-31 | $1.2M | 4.5k | 258.17 |
| 2022-09-30 | $1.1M | 4.8k | 225.68 |
| 2022-06-30 | $1.1M | 5.0k | 231.47 |
| 2022-03-31 | $1.3M | 4.7k | 269.50 |
| 2021-12-31 | $1.1M | 4.2k | 260.82 |
| 2021-09-30 | $1.1M | 4.1k | 278.42 |
| 2021-06-30 | $979k | 3.7k | 264.31 |
| 2021-03-31 | $888k | 3.3k | 266.03 |
| 2020-12-31 | $762k | 3.2k | 241.67 |
| 2020-09-30 | $621k | 3.1k | 200.26 |
| 2020-06-30 | $597k | 3.2k | 185.58 |
| 2020-03-31 | $531k | 3.3k | 162.53 |
| 2019-12-31 | $900k | 4.4k | 205.71 |
| 2019-09-30 | $576k | 3.0k | 190.85 |
| 2019-06-30 | $362k | 1.8k | 197.38 |
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