iShares S&P MidCap 400 Index shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 168k | 65.26 |
| 2025-06-30 | $8.7M | 141k | 62.02 |
| 2025-03-31 | $7.6M | 131k | 58.35 |
| 2024-12-31 | $7.1M | 114k | 62.31 |
| 2024-09-30 | $7.0M | 112k | 62.32 |
| 2024-06-30 | $6.4M | 110k | 58.52 |
| 2024-03-31 | $6.7M | 110k | 60.74 |
| 2023-09-30 | $5.7M | 23k | 249.35 |
| 2023-06-30 | $5.9M | 22k | 261.48 |
| 2023-03-31 | $5.9M | 23k | 250.16 |
| 2022-12-31 | $5.7M | 24k | 241.89 |
| 2022-09-30 | $5.0M | 23k | 219.25 |
| 2022-06-30 | $5.0M | 22k | 226.24 |
| 2022-03-31 | $6.3M | 23k | 268.36 |
| 2021-12-31 | $1.2M | 4.2k | 282.98 |
| 2021-09-30 | $1.0M | 3.9k | 263.18 |
| 2021-06-30 | $1.1M | 4.0k | 267.35 |
| 2021-03-31 | $1.1M | 4.3k | 260.32 |
| 2020-12-31 | $879k | 3.8k | 229.80 |
More positions owned by Wescott Financial Advisory Group
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