iShares S&P MidCap 400 Index shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon 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 Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $29M | 469k | 60.74 |
| 2023-12-31 | $25M | 90k | 277.15 |
| 2023-09-30 | $24M | 96k | 249.35 |
| 2023-06-30 | $22M | 82k | 261.48 |
| 2023-03-31 | $16M | 63k | 250.16 |
| 2022-12-31 | $15M | 63k | 241.89 |
| 2022-09-30 | $2.5M | 11k | 219.24 |
| 2022-06-30 | $2.7M | 12k | 226.24 |
| 2022-03-31 | $3.2M | 12k | 268.34 |
| 2021-12-31 | $3.3M | 12k | 283.07 |
| 2021-09-30 | $2.1M | 8.2k | 263.01 |
| 2021-06-30 | $2.3M | 8.4k | 268.78 |
| 2021-03-31 | $2.3M | 8.9k | 260.27 |
| 2020-12-31 | $2.1M | 9.1k | 229.88 |
| 2020-09-30 | $1.7M | 9.3k | 185.33 |
| 2020-06-30 | $2.0M | 11k | 177.81 |
| 2020-03-31 | $1.8M | 11k | 158.04 |
| 2019-06-30 | $254k | 1.3k | 193.89 |
| 2019-03-31 | $250k | 1.3k | 195.47 |
| 2018-12-31 | $232k | 1.3k | 181.39 |
| 2018-06-30 | $558k | 3.0k | 187.44 |
| 2018-03-31 | $558k | 3.0k | 187.44 |
| 2017-12-31 | $175k | 923 | 189.60 |
| 2017-09-30 | $168k | 941 | 178.53 |
| 2017-06-30 | $165k | 950 | 173.68 |
| 2017-03-31 | $558k | 3.3k | 171.27 |
| 2016-12-31 | $631k | 3.6k | 173.59 |
| 2016-06-30 | $241k | 1.6k | 149.50 |
| 2015-12-31 | $225k | 1.6k | 139.58 |
| 2015-09-30 | $220k | 1.6k | 136.48 |
| 2015-06-30 | $472k | 3.1k | 150.03 |
| 2015-03-31 | $412k | 2.7k | 152.14 |
| 2014-12-31 | $391k | 2.7k | 144.76 |
| 2014-09-30 | $306k | 2.2k | 136.55 |
| 2014-06-30 | $344k | 2.4k | 143.09 |
| 2014-03-31 | $333k | 2.4k | 137.49 |
| 2013-12-31 | $326k | 2.4k | 133.72 |
| 2011-09-30 | $2.5M | 11k | 219.24 |
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