iShares S&P MidCap 400 Index shares owned by Willow Creek Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Willow Creek Wealth Management
from 13F filings
Historical chart of Willow Creek 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 Willow Creek Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 42k | 65.26 |
| 2025-06-30 | $2.6M | 42k | 62.02 |
| 2025-03-31 | $2.6M | 44k | 58.35 |
| 2024-12-31 | $2.8M | 44k | 62.31 |
| 2024-09-30 | $2.5M | 41k | 62.32 |
| 2024-06-30 | $2.5M | 43k | 58.52 |
| 2024-03-31 | $2.5M | 42k | 60.74 |
| 2023-12-31 | $2.3M | 8.4k | 277.18 |
| 2023-09-30 | $698k | 2.8k | 249.39 |
| 2023-06-30 | $700k | 2.7k | 261.52 |
| 2023-03-31 | $669k | 2.7k | 250.23 |
| 2022-12-31 | $632k | 2.6k | 241.96 |
| 2022-09-30 | $573k | 2.6k | 219.20 |
| 2022-06-30 | $591k | 2.6k | 226.35 |
| 2022-03-31 | $770k | 2.9k | 268.48 |
| 2021-12-31 | $819k | 2.9k | 283.10 |
| 2021-09-30 | $762k | 2.9k | 263.12 |
| 2021-06-30 | $781k | 2.9k | 268.57 |
| 2021-03-31 | $746k | 2.9k | 260.29 |
| 2020-12-31 | $592k | 2.6k | 229.90 |
| 2020-09-30 | $483k | 2.6k | 185.34 |
| 2020-06-30 | $202k | 1.1k | 177.66 |
| 2019-12-31 | $210k | 1.0k | 205.88 |
| 2019-06-30 | $208k | 1.1k | 194.76 |
| 2019-03-31 | $202k | 1.1k | 189.49 |
| 2018-09-30 | $213k | 1.1k | 201.70 |
More positions owned by Willow Creek Wealth Management
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