iShares S&P MidCap 400 Index shares owned by West Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by West 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 West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $21M | 349k | 60.74 |
| 2023-12-31 | $19M | 70k | 277.15 |
| 2023-09-30 | $18M | 71k | 249.35 |
| 2023-06-30 | $18M | 70k | 261.48 |
| 2023-03-31 | $17M | 68k | 250.16 |
| 2022-12-31 | $16M | 66k | 241.89 |
| 2022-09-30 | $14M | 65k | 219.26 |
| 2022-06-30 | $15M | 65k | 226.23 |
| 2022-03-31 | $15M | 57k | 268.33 |
| 2021-12-31 | $20M | 72k | 283.08 |
| 2021-09-30 | $18M | 69k | 263.07 |
| 2021-06-30 | $18M | 67k | 268.73 |
| 2021-03-31 | $16M | 62k | 260.28 |
| 2020-12-31 | $14M | 61k | 229.83 |