iShares S&P MidCap 400 Index shares owned by Wealth Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wealth Group
from 13F filings
Historical chart of Wealth Group 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 Group 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 Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 41k | 65.26 |
| 2025-06-30 | $2.7M | 44k | 62.02 |
| 2025-03-31 | $2.7M | 47k | 58.35 |
| 2024-12-31 | $3.1M | 50k | 62.31 |
| 2024-09-30 | $3.3M | 52k | 62.32 |
| 2024-06-30 | $3.1M | 53k | 58.52 |
| 2024-03-31 | $3.1M | 53k | 59.81 |
| 2023-12-31 | $3.1M | 11k | 274.23 |