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iShares S&P MidCap 400 Index shares owned by Willner & Heller

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Willner & Heller from 13F filings

Historical chart of Willner & Heller 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 Willner & Heller 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 Willner & Heller

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 18k 62.32
2024-06-30 $1.0M 18k 58.52
2024-03-31 $1.1M 18k 60.74
2023-12-31 $1.1M 3.8k 277.15
2022-12-31 $905k 3.7k 241.89
2022-09-30 $818k 3.7k 219.19
2022-06-30 $841k 3.7k 226.26
2022-03-31 $1.1M 3.7k 283.03
2021-12-31 $1.1M 4.2k 263.01