iShares S&P MidCap 400 Index shares owned by ERTS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by ERTS Wealth Advisors
from 13F filings
Historical chart of ERTS Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by ERTS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 25k | 60.74 |
| 2023-12-31 | $1.5M | 5.5k | 277.15 |
| 2023-09-30 | $1.4M | 5.8k | 249.35 |
| 2023-06-30 | $1.6M | 6.0k | 261.48 |
| 2023-03-31 | $1.4M | 5.7k | 250.16 |
| 2022-12-31 | $1.1M | 4.6k | 241.89 |
| 2022-09-30 | $1.0M | 4.7k | 219.32 |
| 2022-06-30 | $1.0M | 4.5k | 226.24 |
| 2022-03-31 | $1.2M | 4.4k | 268.31 |
| 2021-12-31 | $1.3M | 4.4k | 284.29 |
| 2021-09-30 | $1.2M | 4.5k | 263.02 |
| 2021-06-30 | $1.2M | 4.5k | 268.84 |
| 2021-03-31 | $1.7M | 6.5k | 260.31 |
| 2020-12-31 | $1.4M | 6.1k | 229.75 |
| 2020-09-30 | $1.0M | 5.4k | 185.38 |
| 2020-06-30 | $1.1M | 6.2k | 177.86 |
| 2020-03-31 | $887k | 6.2k | 143.92 |
| 2019-12-31 | $1.4M | 8.6k | 166.01 |
| 2019-09-30 | $216k | 1.1k | 193.38 |
| 2019-06-30 | $227k | 1.2k | 194.35 |
| 2019-03-31 | $236k | 1.2k | 189.41 |
| 2018-12-31 | $1.4M | 8.6k | 166.01 |