iShares S&P MidCap 400 Index shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $307k | 4.9k | 62.32 |
| 2024-06-30 | $322k | 5.5k | 58.52 |
| 2024-03-31 | $407k | 6.7k | 60.74 |
| 2023-12-31 | $371k | 1.3k | 277.15 |
| 2023-09-30 | $339k | 1.4k | 249.35 |
| 2023-06-30 | $355k | 1.4k | 261.48 |
| 2023-03-31 | $341k | 1.4k | 250.16 |
| 2022-12-31 | $302k | 1.2k | 241.89 |
More positions owned by Worth Financial Advisory Group
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