iShares S&P MidCap 400 Index shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial 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 Wells Financial 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 Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $538k | 8.2k | 65.26 |
| 2025-06-30 | $692k | 11k | 62.02 |
| 2025-03-31 | $843k | 15k | 58.35 |
| 2024-12-31 | $900k | 15k | 62.31 |
| 2024-09-30 | $912k | 15k | 62.32 |
| 2024-06-30 | $857k | 15k | 58.52 |
| 2024-03-31 | $918k | 15k | 60.74 |
| 2023-09-30 | $704k | 2.8k | 249.35 |
| 2023-06-30 | $738k | 2.8k | 261.48 |
| 2023-03-31 | $706k | 2.8k | 250.16 |
| 2022-12-31 | $686k | 2.8k | 241.89 |
| 2022-09-30 | $346k | 1.6k | 219.54 |
| 2022-06-30 | $357k | 1.6k | 226.52 |
| 2022-03-31 | $445k | 1.7k | 268.23 |
| 2021-12-31 | $470k | 1.7k | 283.30 |
| 2021-09-30 | $391k | 1.5k | 263.12 |
| 2021-06-30 | $572k | 2.1k | 268.92 |
| 2021-03-31 | $589k | 2.3k | 260.39 |
| 2020-12-31 | $3.2M | 14k | 229.84 |