iShares S&P MidCap 400 Index shares owned by Truepoint
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Truepoint
from 13F filings
Historical chart of Truepoint investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Truepoint
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $720k | 12k | 60.74 |
| 2023-12-31 | $3.0M | 11k | 277.14 |
| 2023-09-30 | $2.8M | 11k | 249.36 |
| 2023-06-30 | $2.5M | 9.5k | 261.48 |
| 2023-03-31 | $2.3M | 9.2k | 250.15 |
| 2022-12-31 | $2.2M | 9.3k | 241.90 |
| 2022-09-30 | $2.1M | 9.7k | 219.27 |
| 2022-06-30 | $2.1M | 9.2k | 226.17 |
| 2022-03-31 | $2.4M | 9.0k | 268.38 |
| 2021-12-31 | $2.5M | 8.8k | 283.12 |
| 2021-09-30 | $2.1M | 8.1k | 263.05 |
| 2021-06-30 | $1.4M | 5.3k | 268.68 |
| 2021-03-31 | $1.3M | 5.0k | 260.22 |
| 2020-12-31 | $1.3M | 5.6k | 229.87 |
| 2019-12-31 | $1.3M | 6.3k | 205.77 |
| 2019-09-30 | $1.2M | 6.3k | 193.28 |
| 2019-06-30 | $1.3M | 6.5k | 194.21 |
| 2019-03-31 | $1.2M | 6.5k | 189.35 |
| 2018-12-31 | $1.2M | 7.4k | 166.13 |
| 2018-09-30 | $1.1M | 5.3k | 201.35 |
| 2018-06-30 | $1.1M | 5.4k | 194.81 |
| 2018-03-31 | $6.6k | 1.2k | 5.33 |
| 2017-12-31 | $1.2M | 6.2k | 189.80 |
| 2017-09-30 | $911k | 911k | 1.00 |
| 2017-06-30 | $1.8M | 10k | 174.68 |
| 2017-03-31 | $1.2M | 7.1k | 171.19 |
| 2016-12-31 | $1.2M | 7.2k | 168.95 |
| 2016-09-30 | $1.1M | 6.9k | 154.65 |
| 2016-06-30 | $1.2M | 8.3k | 149.34 |
| 2016-03-31 | $985k | 6.8k | 144.22 |
| 2015-12-31 | $737k | 5.3k | 139.29 |
| 2015-09-30 | $754k | 5.5k | 136.62 |