iShares S&P MidCap 400 Index shares owned by Wela Strategies
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wela Strategies
from 13F filings
Historical chart of Wela Strategies 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 Wela Strategies 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 Wela Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.1M | 115k | 62.32 |
| 2024-06-30 | $7.1M | 122k | 58.52 |
| 2024-03-31 | $7.4M | 122k | 60.74 |
| 2023-12-31 | $14M | 50k | 277.15 |
| 2023-09-30 | $12M | 49k | 249.35 |
| 2023-03-31 | $12M | 49k | 250.16 |
| 2022-12-31 | $7.0M | 29k | 241.90 |
| 2022-09-30 | $6.3M | 29k | 219.24 |
| 2022-06-30 | $5.9M | 26k | 226.22 |
| 2022-03-31 | $6.5M | 24k | 268.35 |
| 2021-12-31 | $17M | 58k | 283.08 |
| 2021-09-30 | $15M | 57k | 263.07 |
| 2021-06-30 | $11M | 42k | 268.72 |
| 2021-03-31 | $11M | 42k | 260.27 |
| 2020-12-31 | $11M | 47k | 229.84 |
| 2020-09-30 | $8.7M | 47k | 185.32 |
| 2020-06-30 | $11M | 61k | 177.81 |
| 2020-03-31 | $8.9M | 62k | 143.86 |
| 2019-12-31 | $12M | 58k | 205.82 |
| 2019-09-30 | $11M | 55k | 193.23 |
| 2019-06-30 | $5.7M | 29k | 194.25 |
| 2019-03-31 | $5.9M | 31k | 189.41 |
| 2018-12-31 | $8.5M | 51k | 166.05 |
| 2018-09-30 | $9.9M | 49k | 201.30 |
| 2018-06-30 | $9.5M | 49k | 194.80 |
| 2018-03-31 | $8.3M | 44k | 186.61 |
| 2017-12-31 | $4.1M | 22k | 189.78 |
| 2017-09-30 | $3.9M | 22k | 178.96 |
| 2017-03-31 | $5.3M | 31k | 171.23 |