iShares S&P MidCap 400 Index shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 5.2k | 277.16 |
| 2023-09-30 | $11M | 46k | 249.35 |
| 2023-06-30 | $1.8M | 6.8k | 261.49 |
| 2023-03-31 | $1.7M | 6.7k | 250.16 |
| 2022-12-31 | $1.7M | 6.9k | 241.88 |
| 2022-09-30 | $1.7M | 7.9k | 219.23 |
| 2022-06-30 | $2.0M | 8.7k | 226.18 |
| 2022-03-31 | $4.0M | 15k | 268.38 |
| 2021-12-31 | $1.8M | 6.2k | 283.02 |
| 2021-09-30 | $1.6M | 6.3k | 263.11 |
| 2021-06-30 | $1.7M | 6.2k | 268.68 |
| 2021-03-31 | $1.7M | 6.5k | 260.30 |
| 2020-12-31 | $1.5M | 6.6k | 229.79 |
| 2020-09-30 | $1.2M | 6.6k | 185.36 |
| 2020-06-30 | $1.1M | 5.9k | 177.74 |
| 2020-03-31 | $2.5M | 17k | 143.86 |
| 2019-12-31 | $5.1M | 25k | 205.83 |
| 2019-09-30 | $4.5M | 23k | 193.23 |
| 2019-06-30 | $5.0M | 26k | 194.28 |
| 2019-03-31 | $4.2M | 22k | 189.41 |
| 2018-12-31 | $4.0M | 24k | 166.08 |
| 2018-09-30 | $5.8M | 29k | 201.31 |
| 2018-06-30 | $6.3M | 32k | 194.78 |
| 2018-03-31 | $3.2M | 19k | 171.20 |
| 2017-12-31 | $5.0M | 26k | 189.79 |
| 2017-09-30 | $4.2M | 23k | 178.88 |
| 2017-06-30 | $3.8M | 22k | 173.95 |
| 2017-03-31 | $3.2M | 19k | 171.21 |
| 2016-12-31 | $3.0M | 18k | 165.35 |
| 2016-09-30 | $2.5M | 16k | 154.70 |
| 2016-06-30 | $2.7M | 18k | 149.40 |
| 2016-03-31 | $2.6M | 18k | 144.19 |