iShares S&P MidCap 400 Index shares owned by Wealthspan Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wealthspan Partners
from 13F filings
Historical chart of Wealthspan Partners investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Wealthspan Partners 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 Wealthspan Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 58k | 62.32 |
| 2024-06-30 | $3.4M | 59k | 58.52 |
| 2024-03-31 | $3.6M | 60k | 60.74 |
| 2023-12-31 | $3.5M | 13k | 277.14 |
| 2023-09-30 | $3.6M | 14k | 249.35 |
| 2023-06-30 | $4.2M | 16k | 261.48 |
| 2023-03-31 | $4.3M | 17k | 250.16 |
| 2022-12-31 | $4.1M | 17k | 241.90 |
| 2022-09-30 | $3.7M | 17k | 219.28 |
| 2022-06-30 | $3.8M | 17k | 226.23 |
| 2022-03-31 | $4.6M | 17k | 268.36 |
| 2021-12-31 | $4.8M | 17k | 283.09 |