iShares S&P MidCap 400 Index shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $14M | 220k | 62.32 |
2024-06-30 | $14M | 245k | 58.52 |
2024-03-31 | $17M | 281k | 60.74 |
2023-12-31 | $18M | 65k | 277.15 |
2023-09-30 | $17M | 67k | 249.35 |
2023-06-30 | $19M | 71k | 261.48 |
2023-03-31 | $36M | 142k | 250.16 |
2022-12-31 | $35M | 143k | 241.89 |
2022-09-30 | $31M | 141k | 219.26 |
2022-06-30 | $34M | 149k | 226.23 |
2022-03-31 | $41M | 153k | 268.34 |
2021-12-31 | $45M | 160k | 283.08 |
2021-09-30 | $47M | 180k | 263.07 |
2021-06-30 | $50M | 185k | 268.73 |
2021-03-31 | $52M | 200k | 260.28 |
2020-12-31 | $50M | 218k | 229.83 |
2020-09-30 | $42M | 225k | 185.31 |
2020-06-30 | $40M | 226k | 177.82 |
2020-03-31 | $28M | 195k | 143.86 |
2019-12-31 | $29M | 142k | 205.82 |
2019-09-30 | $24M | 124k | 193.23 |
2019-06-30 | $22M | 111k | 194.26 |
2019-03-31 | $19M | 103k | 189.39 |
2018-12-31 | $6.5M | 39k | 166.07 |
2018-09-30 | $8.1M | 40k | 201.30 |
2018-06-30 | $6.2M | 32k | 194.78 |
2018-03-31 | $4.1M | 22k | 187.58 |
2017-12-31 | $754k | 4.0k | 189.69 |
2017-09-30 | $574k | 3.2k | 179.04 |
2017-06-30 | $91k | 522 | 174.33 |
2017-03-31 | $89k | 522 | 170.50 |
2016-12-31 | $80k | 481 | 166.32 |
2016-09-30 | $74k | 481 | 153.85 |
2016-06-30 | $72k | 481 | 149.69 |
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