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
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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 |
|---|---|---|---|
| 2025-09-30 | $4.1M | 1.3M | 3.21 |
| 2025-06-30 | $4.4M | 1.3M | 3.38 |
| 2025-03-31 | $4.0M | 1.3M | 3.13 |
| 2024-12-31 | $5.0M | 1.5M | 3.30 |
| 2024-09-30 | $4.9M | 1.5M | 3.31 |
| 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 |
More positions owned by Wellspring Financial Advisors
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