iShares S&P MidCap 400 Index shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 16k | 66.00 |
| 2025-09-30 | $752k | 12k | 65.26 |
| 2025-06-30 | $617k | 9.9k | 62.02 |
| 2025-03-31 | $614k | 11k | 58.35 |
| 2024-12-31 | $656k | 11k | 62.31 |
| 2024-09-30 | $656k | 11k | 62.32 |
| 2024-06-30 | $616k | 11k | 58.52 |
| 2024-03-31 | $639k | 11k | 60.74 |
| 2023-09-30 | $783k | 3.1k | 249.35 |
| 2023-06-30 | $861k | 3.3k | 261.48 |
| 2023-03-31 | $812k | 3.2k | 250.16 |
| 2022-12-31 | $785k | 3.2k | 241.89 |
| 2022-09-30 | $712k | 3.2k | 219.28 |
| 2022-06-30 | $785k | 3.5k | 226.36 |
| 2022-03-31 | $921k | 3.4k | 268.43 |
| 2021-12-31 | $971k | 3.4k | 283.01 |
| 2021-09-30 | $844k | 3.2k | 262.93 |
| 2021-06-30 | $949k | 3.5k | 268.76 |
| 2021-03-31 | $1.1M | 4.4k | 260.24 |
| 2020-12-31 | $1.0M | 4.5k | 229.94 |
| 2020-09-30 | $893k | 4.8k | 185.27 |
| 2020-06-30 | $1.1M | 6.1k | 177.76 |
| 2020-03-31 | $908k | 6.3k | 143.88 |
| 2019-12-31 | $933k | 4.5k | 205.82 |
| 2019-09-30 | $895k | 4.6k | 193.35 |
More positions owned by Williams Jones Wealth Management
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