iShares S&P MidCap 400 Index shares owned by WorthPointe
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by WorthPointe
from 13F filings
Historical chart of WorthPointe 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 WorthPointe 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 WorthPointe
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.5M | 39k | 66.00 |
| 2025-09-30 | $2.5M | 39k | 65.26 |
| 2025-06-30 | $2.4M | 38k | 62.02 |
| 2025-03-31 | $2.3M | 39k | 58.35 |
| 2024-12-31 | $2.5M | 40k | 62.31 |
| 2024-09-30 | $2.6M | 41k | 62.32 |
| 2024-06-30 | $2.4M | 41k | 58.52 |
| 2024-03-31 | $225k | 3.7k | 60.74 |
| 2023-12-31 | $250k | 901 | 277.15 |
| 2023-03-31 | $422k | 1.7k | 250.16 |
| 2022-12-31 | $217k | 898 | 241.89 |
| 2021-12-31 | $626k | 2.3k | 268.90 |