iShares S&P MidCap 400 Index shares owned by GenTrust
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by GenTrust
from 13F filings
Historical chart of GenTrust investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by GenTrust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 63k | 65.26 |
| 2025-06-30 | $4.5M | 73k | 62.02 |
| 2025-03-31 | $4.9M | 84k | 58.35 |
| 2024-12-31 | $6.8M | 110k | 62.31 |
| 2024-09-30 | $7.0M | 112k | 62.32 |
| 2024-06-30 | $6.9M | 119k | 58.52 |
| 2024-03-31 | $6.2M | 102k | 60.74 |
| 2023-12-31 | $5.7M | 21k | 277.15 |
| 2023-09-30 | $5.2M | 21k | 250.49 |
| 2023-06-30 | $12M | 47k | 261.48 |
| 2023-03-31 | $12M | 48k | 250.16 |
| 2022-12-31 | $15M | 63k | 241.89 |
| 2022-09-30 | $14M | 64k | 219.25 |
| 2022-06-30 | $16M | 70k | 226.23 |
| 2022-03-31 | $13M | 48k | 268.34 |
| 2021-12-31 | $13M | 49k | 265.22 |
| 2021-09-30 | $13M | 51k | 263.07 |
| 2021-06-30 | $14M | 50k | 268.72 |
| 2021-03-31 | $13M | 51k | 251.30 |
| 2020-12-31 | $12M | 54k | 229.84 |
| 2020-09-30 | $12M | 64k | 184.91 |
| 2020-06-30 | $12M | 69k | 177.55 |
| 2020-03-31 | $22M | 150k | 143.91 |
| 2019-12-31 | $19M | 91k | 205.74 |
| 2019-09-30 | $17M | 88k | 193.27 |
| 2019-06-30 | $17M | 85k | 193.61 |
| 2019-03-31 | $15M | 80k | 189.33 |
| 2018-12-31 | $11M | 65k | 166.01 |
| 2018-09-30 | $1.1M | 5.6k | 201.94 |
| 2017-09-30 | $274k | 1.5k | 179.20 |
| 2017-06-30 | $265k | 1.5k | 173.88 |
| 2017-03-31 | $260k | 1.5k | 171.17 |
| 2016-12-31 | $255k | 1.5k | 165.16 |