iShares S&P MidCap 400 Index shares owned by Wealthstream Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wealthstream Advisors
from 13F filings
Historical chart of Wealthstream Advisors investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Wealthstream Advisors 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 Wealthstream Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $983k | 15k | 65.26 |
| 2025-06-30 | $1.3M | 22k | 62.02 |
| 2025-03-31 | $1.3M | 22k | 58.35 |
| 2024-12-31 | $1.4M | 23k | 62.31 |
| 2024-09-30 | $1.4M | 23k | 62.32 |
| 2024-06-30 | $1.3M | 23k | 58.52 |
| 2024-03-31 | $1.5M | 24k | 60.74 |
| 2023-12-31 | $1.3M | 4.6k | 277.18 |
| 2023-09-30 | $1.2M | 4.6k | 249.37 |
| 2023-06-30 | $1.2M | 4.6k | 261.50 |
| 2023-03-31 | $1.2M | 4.6k | 250.18 |
| 2022-12-31 | $1.1M | 4.7k | 241.91 |
| 2022-09-30 | $1.0M | 4.7k | 219.29 |
| 2022-06-30 | $1.1M | 4.7k | 226.16 |
| 2022-03-31 | $1.3M | 4.8k | 268.24 |
| 2021-12-31 | $1.4M | 4.8k | 282.99 |