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iShares S&P MidCap 400 Index shares owned by Security National Trust

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Security National Trust from 13F filings

Historical chart of Security National Trust 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 Security National Trust 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 Security National Trust

Quarter filed Position value Share count Share price at filing
2021-09-30 $3.2M 12k 268.34
2021-06-30 $3.2M 12k 268.76
2021-03-31 $3.3M 13k 260.31
2020-12-31 $3.1M 14k 229.85
2020-09-30 $2.5M 13k 185.34
2020-06-30 $2.3M 13k 177.80
2020-03-31 $2.0M 13k 147.83
2019-12-31 $2.5M 12k 205.78
2019-09-30 $2.4M 12k 193.22
2019-06-30 $2.4M 12k 194.24
2019-03-31 $2.4M 12k 191.30
2018-12-31 $2.0M 12k 165.63
2018-09-30 $2.4M 12k 201.06
2018-06-30 $2.4M 12k 194.86
2018-03-31 $2.3M 12k 187.78
2017-12-31 $2.3M 12k 189.55
2017-09-30 $2.3M 13k 178.92
2017-06-30 $2.3M 13k 174.03
2017-03-31 $2.3M 13k 171.33
2016-12-31 $2.2M 13k 165.33
2016-09-30 $2.0M 13k 155.09
2016-06-30 $1.9M 13k 149.68
2016-03-31 $1.9M 13k 144.27
2015-12-31 $1.9M 13k 139.77
2015-09-30 $1.8M 13k 136.16
2015-06-30 $1.7M 11k 144.81
2015-03-31 $1.7M 11k 144.81
2014-12-31 $1.7M 11k 144.81
2014-09-30 $802k 5.9k 136.76
2014-06-30 $591k 4.1k 143.18
2014-03-31 $571k 4.2k 137.36
2013-12-31 $406k 3.0k 134.00
2013-09-30 $419k 3.4k 124.15
2013-06-30 $195k 1.7k 115.38
2012-12-31 $172k 1.7k 101.78

More positions owned by Security National Trust

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Msci Eafe Etf (EFA)
Home Depot (HD)
Amazon (AMZN)
Thermo Fisher Scientific Inccom (TMO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Paypal Holdings (PYPL)
Automatic Data Processing Incom (ADP)
Disney Walt Com Disney (DIS)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Sp Smcp600gr Etf (IJT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Security National Trust

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Wells Fargo & Company
FMR
Raymond James Financial
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services
First Command Advisory Services

View all funds holding iShares S&P MidCap 400 Index