iShares S&P MidCap 400 Index shares owned by GW & Wade
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by GW & Wade
from 13F filings
Historical chart of GW & Wade investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by GW & Wade 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 GW & Wade
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $45M | 162k | 277.15 |
| 2023-09-30 | $41M | 165k | 249.35 |
| 2023-06-30 | $41M | 156k | 261.48 |
| 2023-03-31 | $38M | 153k | 250.16 |
| 2022-12-31 | $35M | 145k | 241.89 |
| 2022-09-30 | $24M | 111k | 219.26 |
| 2022-06-30 | $25M | 110k | 226.23 |
| 2022-03-31 | $30M | 111k | 268.34 |
| 2021-12-31 | $30M | 107k | 283.08 |
| 2021-09-30 | $28M | 107k | 263.07 |
| 2021-06-30 | $28M | 106k | 268.73 |
| 2021-03-31 | $28M | 106k | 260.28 |
| 2020-12-31 | $21M | 91k | 229.83 |
| 2020-09-30 | $9.4M | 51k | 185.32 |
| 2020-06-30 | $9.0M | 50k | 177.83 |
| 2020-03-31 | $7.7M | 54k | 143.85 |
| 2019-12-31 | $14M | 67k | 205.82 |
| 2019-09-30 | $13M | 69k | 193.23 |
| 2019-06-30 | $13M | 66k | 194.27 |
| 2019-03-31 | $12M | 62k | 189.40 |
| 2018-12-31 | $8.5M | 51k | 166.06 |
| 2018-09-30 | $2.4M | 12k | 201.26 |
| 2018-06-30 | $2.1M | 11k | 194.77 |
| 2018-03-31 | $1.8M | 9.7k | 187.62 |
| 2014-12-31 | $1.3M | 8.9k | 144.82 |