iShares S&P MidCap 400 Index shares owned by Wealth Management Associates
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $498k | 7.6k | 65.26 |
| 2025-06-30 | $475k | 7.7k | 62.02 |
| 2025-03-31 | $447k | 7.7k | 58.35 |
| 2024-12-31 | $480k | 7.7k | 62.31 |
| 2024-09-30 | $483k | 7.7k | 62.32 |
| 2024-06-30 | $454k | 7.8k | 58.52 |
| 2024-03-31 | $454k | 7.8k | 58.52 |
| 2023-12-31 | $430k | 1.6k | 277.17 |
| 2023-09-30 | $387k | 1.6k | 249.37 |
| 2023-06-30 | $406k | 1.6k | 261.50 |
| 2023-03-31 | $394k | 1.6k | 250.19 |
| 2022-12-31 | $381k | 1.6k | 241.92 |
| 2022-09-30 | $354k | 1.6k | 219.29 |
| 2022-06-30 | $365k | 1.6k | 226.26 |
| 2022-03-31 | $433k | 1.6k | 268.37 |
| 2021-12-31 | $458k | 1.6k | 283.12 |
| 2021-09-30 | $466k | 1.8k | 263.10 |
| 2021-06-30 | $522k | 1.9k | 268.76 |
| 2021-03-31 | $506k | 1.9k | 260.31 |
| 2020-12-31 | $446k | 1.9k | 229.85 |
| 2020-09-30 | $351k | 1.9k | 185.31 |
| 2020-06-30 | $347k | 2.0k | 177.82 |
| 2020-03-31 | $291k | 2.0k | 143.86 |
| 2019-12-31 | $513k | 2.5k | 205.82 |
| 2019-09-30 | $456k | 2.4k | 193.23 |
| 2019-06-30 | $453k | 2.3k | 194.26 |
| 2019-03-31 | $433k | 2.3k | 189.40 |
| 2018-12-31 | $258k | 1.6k | 166.06 |
More positions owned by Wealth Management Associates
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