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iShares S&P MidCap 400 Index shares owned by True Wealth Design

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design 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 True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by True Wealth Design

Quarter filed Position value Share count Share price at filing
2024-03-31 $38k 625 60.74
2023-12-31 $35k 125 277.15
2023-09-30 $31k 125 249.35
2023-06-30 $33k 125 261.48
2023-03-31 $31k 125 250.16
2022-12-31 $30k 125 241.89

More positions owned by True Wealth Design

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
FMR
UBS Group
Royal Bank of Canada
BlackRock
Raymond James & Associates
Northern Trust
Pnc Financial Services
Envestnet Asset Management

View all funds holding iShares S&P MidCap 400 Index