iShares S&P MidCap 400 Index shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $465k | 7.7k | 60.74 |
| 2023-12-31 | $424k | 1.5k | 277.15 |
| 2023-09-30 | $382k | 1.5k | 249.35 |
| 2023-06-30 | $400k | 1.5k | 261.48 |
| 2023-03-31 | $469k | 1.9k | 250.16 |
| 2022-12-31 | $456k | 1.9k | 241.89 |
| 2022-09-30 | $414k | 1.9k | 219.51 |
| 2022-06-30 | $427k | 1.9k | 226.41 |
| 2022-03-31 | $506k | 1.9k | 268.29 |
| 2021-12-31 | $534k | 1.9k | 283.14 |
| 2021-09-30 | $484k | 1.8k | 262.90 |
| 2021-06-30 | $495k | 1.8k | 268.88 |
| 2021-03-31 | $479k | 1.8k | 260.18 |
| 2020-12-31 | $423k | 1.8k | 229.77 |
| 2020-09-30 | $341k | 1.8k | 185.23 |
| 2020-06-30 | $307k | 1.7k | 177.76 |
| 2020-03-31 | $248k | 1.7k | 143.60 |
| 2019-12-31 | $397k | 1.9k | 206.02 |
| 2019-09-30 | $375k | 1.9k | 193.30 |
| 2019-06-30 | $377k | 1.9k | 194.33 |
| 2019-03-31 | $367k | 1.9k | 189.18 |
| 2018-12-31 | $325k | 2.0k | 166.24 |
| 2018-09-30 | $386k | 1.9k | 201.04 |
| 2018-06-30 | $378k | 1.9k | 194.85 |
| 2018-03-31 | $368k | 2.0k | 187.76 |
| 2017-12-31 | $372k | 2.0k | 189.80 |
| 2017-09-30 | $378k | 2.1k | 178.72 |
| 2017-06-30 | $368k | 2.1k | 174.00 |
| 2017-03-31 | $364k | 2.1k | 171.29 |
| 2016-12-31 | $358k | 2.2k | 165.36 |
More positions owned by Concentric Wealth Management
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