iShares S&P MidCap 400 Index shares owned by WP Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by WP Advisors
from 13F filings
Historical chart of WP Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by WP Advisors 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 WP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 5.4k | 277.14 |
| 2023-09-30 | $1.3M | 5.3k | 249.34 |
| 2023-06-30 | $1.4M | 5.3k | 261.47 |
| 2023-03-31 | $1.3M | 5.3k | 250.17 |
| 2022-12-31 | $1.3M | 5.3k | 241.89 |
| 2022-09-30 | $1.1M | 5.2k | 219.31 |
| 2022-06-30 | $1.2M | 5.2k | 226.20 |
| 2022-03-31 | $1.4M | 5.2k | 268.28 |
| 2021-12-31 | $1.5M | 5.2k | 283.16 |
| 2021-09-30 | $1.4M | 5.2k | 263.14 |
| 2021-06-30 | $1.4M | 5.2k | 268.76 |
| 2021-03-31 | $1.3M | 5.1k | 260.23 |
| 2020-12-31 | $1.2M | 5.1k | 229.82 |
| 2020-09-30 | $948k | 5.1k | 185.34 |
| 2020-06-30 | $905k | 5.1k | 177.73 |
| 2020-03-31 | $726k | 5.0k | 143.93 |