iShares S&P MidCap 400 Index shares owned by TCWP
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by TCWP
from 13F filings
Historical chart of TCWP investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by TCWP 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 TCWP
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.9M | 16k | 249.35 |
| 2023-06-30 | $3.9M | 15k | 261.48 |
| 2023-03-31 | $3.6M | 15k | 250.16 |
| 2022-12-31 | $3.7M | 15k | 241.89 |
| 2022-09-30 | $3.7M | 17k | 219.24 |
| 2022-06-30 | $3.3M | 15k | 226.19 |
| 2022-03-31 | $4.0M | 15k | 268.29 |
| 2021-12-31 | $4.3M | 15k | 283.04 |