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iShares S&P MidCap 400 Index shares owned by Aj Wealth Strategies

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Aj Wealth Strategies from 13F filings

Historical chart of Aj Wealth Strategies 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 Aj Wealth Strategies 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 Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $3.2M 12k 261.49
2023-03-31 $3.1M 12k 250.16
2022-12-31 $2.0M 8.4k 241.90
2022-09-30 $1.8M 8.3k 219.24
2022-06-30 $1.9M 8.2k 226.20
2022-03-31 $388k 1.4k 268.33
2021-12-31 $409k 1.4k 282.85
2021-09-30 $380k 1.4k 262.79
2021-06-30 $389k 1.4k 269.02
2021-03-31 $376k 1.4k 260.03
2020-12-31 $332k 1.4k 229.60
2020-09-30 $268k 1.4k 185.34
2020-06-30 $631k 3.6k 177.70
2020-03-31 $511k 3.6k 143.90