iShares S&P MidCap 400 Index shares owned by Winthrop Advisory Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Winthrop Advisory Group
from 13F filings
Historical chart of Winthrop Advisory Group 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 Winthrop Advisory Group 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 Winthrop Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14M | 229k | 60.74 |
| 2023-12-31 | $12M | 45k | 277.15 |
| 2023-09-30 | $11M | 43k | 250.48 |
| 2023-06-30 | $11M | 42k | 261.48 |
| 2023-03-31 | $11M | 45k | 250.15 |
| 2022-12-31 | $11M | 45k | 241.90 |
| 2022-09-30 | $6.5M | 30k | 219.25 |
| 2022-06-30 | $7.2M | 32k | 226.22 |
| 2022-03-31 | $9.5M | 35k | 268.35 |
| 2021-12-31 | $8.3M | 29k | 283.09 |
| 2021-09-30 | $7.7M | 30k | 263.08 |
| 2021-06-30 | $13M | 48k | 268.80 |
| 2021-03-31 | $12M | 44k | 260.27 |
| 2020-12-31 | $9.0M | 39k | 229.82 |
| 2020-09-30 | $3.8M | 21k | 187.01 |
| 2020-06-30 | $3.3M | 19k | 176.51 |
| 2020-03-31 | $2.7M | 19k | 143.87 |
| 2019-12-31 | $15M | 73k | 205.82 |
| 2019-09-30 | $14M | 71k | 193.23 |
| 2019-06-30 | $14M | 71k | 194.26 |
| 2019-03-31 | $14M | 73k | 191.07 |
| 2018-12-31 | $15M | 83k | 173.48 |
| 2018-09-30 | $20M | 100k | 199.24 |
| 2018-06-30 | $17M | 88k | 194.77 |
| 2018-03-31 | $14M | 74k | 188.31 |
| 2017-12-31 | $13M | 67k | 193.00 |