iShares S&P MidCap 400 Index shares owned by Taylor Financial Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Taylor Financial Group
from 13F filings
Historical chart of Taylor Financial Group 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 Taylor Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Index by Taylor Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 42k | 65.26 |
| 2025-06-30 | $2.5M | 40k | 62.02 |
| 2025-03-31 | $2.1M | 37k | 58.35 |
| 2024-12-31 | $2.1M | 34k | 62.31 |
| 2024-09-30 | $1.9M | 31k | 62.32 |
| 2024-06-30 | $1.8M | 30k | 58.52 |
| 2024-03-31 | $1.7M | 29k | 60.74 |
| 2023-12-31 | $1.5M | 5.4k | 277.15 |
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