iShares S&P MidCap 400 Index shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty 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 Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $242k | 4.0k | 60.67 |
| 2023-09-30 | $2.0M | 8.1k | 249.23 |
| 2021-09-30 | $194k | 738 | 262.87 |
| 2021-06-30 | $736k | 198k | 3.72 |
| 2021-03-31 | $147k | 620 | 237.10 |
| 2020-12-31 | $147k | 620 | 237.10 |
| 2020-09-30 | $169k | 912 | 185.31 |
| 2020-06-30 | $160k | 900 | 177.78 |
| 2020-03-31 | $120k | 835 | 143.71 |
| 2019-12-31 | $620k | 3.0k | 205.91 |
| 2019-09-30 | $367k | 1.9k | 193.16 |
| 2019-06-30 | $374k | 1.9k | 194.08 |
| 2019-03-31 | $310k | 1.6k | 188.91 |
| 2018-12-31 | $352k | 2.1k | 165.65 |