iShares S&P MidCap 400 Index shares owned by Wealthquest
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wealthquest
from 13F filings
Historical chart of Wealthquest investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Wealthquest 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 Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $31M | 111k | 277.15 |
| 2023-09-30 | $29M | 116k | 249.35 |
| 2023-06-30 | $31M | 118k | 261.48 |
| 2023-03-31 | $31M | 123k | 250.16 |
| 2022-12-31 | $31M | 128k | 241.89 |
| 2022-09-30 | $29M | 132k | 219.26 |
| 2022-06-30 | $30M | 134k | 226.22 |
| 2022-03-31 | $39M | 138k | 283.07 |
| 2021-12-31 | $39M | 138k | 283.07 |
| 2021-09-30 | $36M | 137k | 263.07 |
| 2021-06-30 | $37M | 139k | 268.73 |
| 2021-03-31 | $38M | 146k | 260.28 |
| 2020-12-31 | $33M | 145k | 229.83 |
| 2020-09-30 | $27M | 144k | 185.31 |
| 2020-06-30 | $24M | 135k | 177.82 |
| 2019-12-31 | $25M | 122k | 205.81 |
| 2019-09-30 | $23M | 121k | 193.23 |
| 2019-06-30 | $23M | 116k | 194.26 |
| 2019-03-31 | $21M | 112k | 189.40 |
| 2018-12-31 | $18M | 107k | 166.06 |
| 2015-09-30 | $9.3M | 68k | 136.60 |