iShares S&P MidCap 400 Index shares owned by Willingdon Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Willingdon Wealth Management
from 13F filings
Historical chart of Willingdon 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 Willingdon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-03-31 | $10k | 70 | 142.86 |
| 2019-12-31 | $47k | 230 | 204.35 |
| 2019-09-30 | $44k | 230 | 191.30 |
| 2019-06-30 | $14k | 70 | 200.00 |
| 2019-03-31 | $838k | 4.4k | 189.29 |
| 2018-12-31 | $697k | 4.2k | 165.95 |
| 2018-09-30 | $849k | 4.2k | 201.18 |
| 2018-06-30 | $720k | 3.7k | 194.75 |
| 2018-03-31 | $672k | 3.6k | 187.50 |
| 2017-12-31 | $3.2M | 17k | 189.79 |
| 2017-09-30 | $2.8M | 16k | 178.91 |
| 2017-06-30 | $2.6M | 15k | 173.96 |
| 2017-03-31 | $2.5M | 15k | 171.22 |
| 2016-12-31 | $2.3M | 14k | 165.33 |
| 2016-09-30 | $409k | 2.6k | 154.51 |
| 2016-06-30 | $356k | 2.4k | 149.39 |
| 2016-03-31 | $342k | 2.4k | 144.30 |
| 2015-12-31 | $292k | 2.1k | 139.58 |
| 2015-09-30 | $592k | 4.3k | 136.75 |
| 2015-06-30 | $687k | 4.6k | 149.84 |
| 2015-03-31 | $746k | 4.9k | 152.06 |
| 2014-12-31 | $925k | 6.4k | 144.73 |
| 2014-09-30 | $852k | 6.2k | 136.80 |
| 2014-06-30 | $831k | 5.8k | 143.03 |
| 2014-03-31 | $763k | 5.6k | 137.43 |
| 2013-12-31 | $709k | 5.3k | 133.82 |
More positions owned by Willingdon Wealth Management
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