iShares S&P MidCap 400 Index shares owned by Southern Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Southern Wealth Management
from 13F filings
Historical chart of Southern 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 Southern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $2.0M | 7.8k | 250.14 |
| 2022-12-31 | $1.9M | 7.8k | 241.88 |
| 2022-09-30 | $1.7M | 6.9k | 242.49 |
| 2022-06-30 | $1.2M | 5.5k | 226.23 |
| 2022-03-31 | $1.3M | 5.0k | 268.41 |
| 2021-12-31 | $1.5M | 5.2k | 283.06 |
| 2021-09-30 | $2.0M | 7.7k | 263.04 |
| 2021-06-30 | $2.1M | 7.7k | 271.37 |
| 2021-03-31 | $2.0M | 7.8k | 260.24 |
| 2020-12-31 | $1.8M | 7.8k | 229.79 |
| 2020-09-30 | $1.4M | 7.8k | 185.28 |
| 2020-06-30 | $1.3M | 7.5k | 177.82 |
| 2020-03-31 | $1.1M | 7.6k | 143.89 |
| 2019-12-31 | $1.6M | 7.9k | 205.80 |
More positions owned by Southern Wealth Management
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