iShares S&P MidCap 400 Index shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $610k | 9.3k | 65.26 |
| 2025-06-30 | $484k | 7.8k | 62.02 |
| 2025-03-31 | $232k | 4.0k | 58.35 |
| 2023-03-31 | $7.5k | 30 | 250.17 |
| 2022-12-31 | $23k | 95 | 241.89 |
| 2022-09-30 | $7.0k | 30 | 233.33 |
| 2022-06-30 | $9.0k | 39 | 230.77 |
| 2022-03-31 | $8.0k | 30 | 266.67 |
| 2021-12-31 | $25k | 88 | 284.09 |
| 2021-09-30 | $15k | 56 | 267.86 |
| 2021-06-30 | $8.0k | 30 | 266.67 |
| 2021-03-31 | $8.0k | 30 | 266.67 |
| 2020-12-31 | $7.0k | 30 | 233.33 |
| 2020-09-30 | $6.0k | 30 | 200.00 |
| 2020-06-30 | $41k | 230 | 178.26 |
| 2020-03-31 | $4.0k | 30 | 133.33 |
| 2019-12-31 | $436k | 2.1k | 206.05 |
| 2019-09-30 | $7.0k | 35 | 200.00 |
| 2019-06-30 | $8.0k | 40 | 200.00 |
| 2017-06-30 | $3.0k | 18 | 166.67 |
| 2016-12-31 | $184k | 1.1k | 165.17 |
| 2015-06-30 | $3.0k | 23 | 130.43 |
| 2015-03-31 | $3.0k | 23 | 130.43 |
| 2014-12-31 | $3.0k | 23 | 130.43 |
| 2014-09-30 | $13k | 97 | 134.02 |
| 2014-06-30 | $14k | 97 | 144.33 |
| 2014-03-31 | $7.0k | 52 | 134.62 |
| 2013-12-31 | $7.0k | 52 | 134.62 |
| 2013-06-30 | $2.0k | 16 | 125.00 |
| 2013-03-31 | $2.0k | 16 | 125.00 |
| 2012-12-31 | $2.0k | 16 | 125.00 |