iShares S&P MidCap 400 Index shares owned by WealthTrust DunckerStreett
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by WealthTrust DunckerStreett
from 13F filings
Historical chart of WealthTrust DunckerStreett investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by WealthTrust DunckerStreett consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by WealthTrust DunckerStreett
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 26k | 60.74 |
| 2023-12-31 | $1.4M | 5.2k | 277.13 |
| 2023-09-30 | $1.3M | 5.2k | 249.33 |
| 2023-06-30 | $1.4M | 5.2k | 261.46 |
| 2023-03-31 | $1.3M | 5.2k | 250.17 |
| 2022-12-31 | $1.3M | 5.4k | 241.89 |
| 2022-09-30 | $1.2M | 5.4k | 219.27 |
| 2022-06-30 | $1.3M | 5.9k | 226.15 |
| 2022-03-31 | $1.6M | 5.9k | 268.30 |
| 2021-12-31 | $1.7M | 6.0k | 283.08 |
| 2021-09-30 | $1.6M | 6.0k | 263.10 |
| 2021-06-30 | $1.6M | 6.0k | 268.80 |
| 2021-03-31 | $1.5M | 6.0k | 260.34 |
| 2020-12-31 | $1.4M | 6.0k | 229.75 |
| 2020-09-30 | $1.1M | 5.8k | 185.25 |
| 2020-06-30 | $1.0M | 5.7k | 177.86 |
| 2020-03-31 | $769k | 5.3k | 143.93 |
| 2019-12-31 | $1.1M | 5.5k | 205.90 |
| 2019-09-30 | $1.2M | 6.2k | 193.22 |
| 2019-06-30 | $1.2M | 6.1k | 194.20 |
| 2019-03-31 | $1.2M | 6.1k | 189.40 |
| 2018-12-31 | $1.0M | 6.1k | 166.07 |
| 2018-09-30 | $1.3M | 6.3k | 201.23 |
| 2018-06-30 | $1.2M | 6.4k | 194.79 |
| 2018-03-31 | $1.2M | 6.4k | 187.62 |
| 2017-12-31 | $1.2M | 6.4k | 189.75 |
| 2017-09-30 | $1.1M | 6.4k | 178.92 |
| 2017-06-30 | $1.4M | 7.8k | 173.94 |
| 2017-03-31 | $1.6M | 9.1k | 171.18 |
| 2016-12-31 | $1.4M | 8.4k | 165.28 |
| 2016-09-30 | $1.2M | 7.9k | 154.78 |
| 2016-06-30 | $968k | 6.5k | 149.36 |
| 2016-03-31 | $863k | 6.0k | 144.12 |
| 2015-12-31 | $686k | 4.9k | 139.26 |
| 2015-09-30 | $586k | 4.3k | 136.50 |
| 2015-06-30 | $643k | 4.3k | 149.88 |
| 2015-03-31 | $652k | 4.3k | 152.05 |
| 2014-12-31 | $620k | 4.3k | 144.72 |
| 2014-09-30 | $573k | 4.2k | 136.69 |
| 2014-06-30 | $614k | 4.3k | 143.12 |
| 2014-03-31 | $613k | 4.5k | 137.41 |
| 2013-12-31 | $591k | 4.4k | 133.83 |
| 2013-09-30 | $353k | 2.8k | 124.25 |
| 2013-06-30 | $345k | 3.0k | 115.50 |
| 2012-12-31 | $379k | 3.7k | 101.74 |
| 2012-06-30 | $350k | 3.7k | 94.19 |
| 2012-03-31 | $368k | 3.7k | 99.16 |
| 2011-12-31 | $325k | 3.7k | 87.58 |
| 2011-09-30 | $743k | 9.5k | 78.04 |
| 2011-06-30 | $1.0M | 10k | 97.66 |
| 2011-03-31 | $1.0M | 10k | 98.70 |
More positions owned by WealthTrust DunckerStreett
View all positions for WealthTrust DunckerStreett