iShares S&P MidCap 400 Index shares owned by Heartwood Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Heartwood Wealth Management
from 13F filings
Historical chart of Heartwood 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 Heartwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2016-09-30 | $700k | 4.5k | 154.80 |
| 2016-06-30 | $676k | 4.5k | 149.49 |
| 2016-03-31 | $652k | 4.5k | 144.18 |
| 2015-12-31 | $630k | 4.5k | 139.32 |
More positions owned by Heartwood Wealth Management
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