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iShares S&P MidCap 400 Index shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring 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 Wellspring 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.3M 1.3M 2.58
2024-03-31 $3.5M 1.3M 2.77
2023-09-30 $4.1M 1.3M 3.27
2023-06-30 $4.3M 1.3M 3.42
2023-03-31 $4.4M 1.3M 3.51
2022-12-31 $4.3M 1.3M 3.44
2022-09-30 $4.2M 1.3M 3.31
2022-06-30 $4.4M 1.3M 3.52
2022-03-31 $7.9M 1.3M 6.25
2021-12-31 $11M 1.3M 8.79
2021-09-30 $9.3M 712k 13.02
2021-06-30 $8.1M 30k 268.73
2021-03-31 $2.2M 16k 143.85
2020-12-31 $6.1M 27k 229.82
2020-09-30 $5.2M 28k 185.31
2020-06-30 $5.0M 28k 177.82
2020-03-31 $2.2M 16k 143.85