iShares S&P MidCap 400 Index shares owned by Triangle Securities Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Triangle Securities Wealth Management
from 13F filings
Historical chart of Triangle Securities 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 Triangle Securities Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.6M | 131k | 65.26 |
| 2025-06-30 | $7.8M | 126k | 62.02 |
| 2025-03-31 | $7.2M | 123k | 58.35 |
| 2024-12-31 | $7.2M | 115k | 62.31 |
| 2024-06-30 | $6.3M | 108k | 58.52 |
| 2024-03-31 | $6.4M | 105k | 60.74 |
| 2023-12-31 | $5.7M | 21k | 277.15 |
| 2023-09-30 | $4.7M | 19k | 249.35 |
| 2023-06-30 | $4.9M | 19k | 261.48 |
| 2023-03-31 | $4.6M | 18k | 250.16 |
| 2022-12-31 | $4.3M | 18k | 241.89 |
| 2022-09-30 | $3.4M | 16k | 219.27 |
| 2022-06-30 | $3.4M | 15k | 226.24 |
| 2022-03-31 | $3.8M | 14k | 268.31 |
| 2021-12-31 | $3.6M | 13k | 283.06 |
| 2021-09-30 | $3.4M | 13k | 263.10 |
| 2021-06-30 | $3.4M | 13k | 268.75 |
| 2021-03-31 | $3.4M | 13k | 260.24 |
| 2020-12-31 | $3.0M | 13k | 229.85 |
| 2020-09-30 | $2.4M | 13k | 185.29 |
| 2020-06-30 | $2.3M | 13k | 177.78 |
| 2020-03-31 | $1.8M | 12k | 143.82 |
| 2019-12-31 | $641k | 3.1k | 205.91 |
| 2019-09-30 | $582k | 3.0k | 193.23 |
| 2019-06-30 | $549k | 2.8k | 194.20 |
| 2019-03-31 | $506k | 2.7k | 189.30 |
| 2018-12-31 | $452k | 2.7k | 165.99 |
| 2015-12-31 | $16M | 98k | 161.03 |
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