iShares S&P MidCap 400 Index shares owned by Wealth Management Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wealth Management Partners
from 13F filings
Historical chart of Wealth Management Partners 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 Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.3M | 21k | 62.31 |
| 2024-09-30 | $1.3M | 21k | 62.32 |
| 2024-06-30 | $1.2M | 21k | 58.52 |
| 2024-03-31 | $1.3M | 21k | 60.74 |
| 2023-12-31 | $1.2M | 4.4k | 277.15 |
| 2023-09-30 | $1.1M | 4.4k | 249.35 |
| 2023-06-30 | $1.2M | 4.5k | 261.48 |
| 2023-03-31 | $1.1M | 4.3k | 250.16 |
| 2022-12-31 | $980k | 4.0k | 245.10 |
| 2022-09-30 | $919k | 4.0k | 229.75 |
| 2022-06-30 | $1.0M | 5.0k | 200.20 |
| 2022-03-31 | $1.4M | 5.0k | 270.20 |
| 2021-12-31 | $1.4M | 5.0k | 278.00 |
| 2021-09-30 | $1.3M | 4.9k | 263.13 |
| 2021-06-30 | $1.4M | 5.1k | 268.64 |
| 2021-03-31 | $1.4M | 5.3k | 263.86 |
| 2020-12-31 | $1.3M | 5.6k | 241.96 |
More positions owned by Wealth Management Partners
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