iShares S&P MidCap 400 Index shares owned by West Branch Capital
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital 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 West Branch Capital 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 West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26k | 390 | 65.26 |
| 2025-06-30 | $24k | 390 | 62.02 |
| 2025-03-31 | $40k | 677 | 58.39 |
| 2024-12-31 | $42k | 677 | 62.28 |
| 2024-09-30 | $65k | 1.0k | 62.31 |
| 2024-06-30 | $59k | 1.0k | 58.54 |
| 2024-03-31 | $62k | 1.0k | 60.71 |
| 2023-12-31 | $116k | 417 | 277.22 |
| 2023-09-30 | $103k | 414 | 249.64 |
| 2023-06-30 | $108k | 414 | 261.79 |
| 2023-03-31 | $104k | 414 | 249.93 |
| 2022-12-31 | $100k | 412 | 242.16 |
| 2022-09-30 | $130k | 591 | 219.97 |
| 2022-06-30 | $93k | 409 | 227.38 |
| 2022-03-31 | $112k | 418 | 267.94 |
| 2021-12-31 | $128k | 454 | 281.94 |
| 2021-09-30 | $119k | 453 | 262.69 |
| 2021-06-30 | $123k | 458 | 268.56 |
| 2018-09-30 | $208k | 1.0k | 200.77 |
| 2018-06-30 | $218k | 1.1k | 194.30 |