iShares S&P MidCap 400 Index shares owned by TFC Financial Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by TFC Financial Management
from 13F filings
Historical chart of TFC Financial Management 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 TFC Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Index by TFC Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $368k | 5.6k | 65.26 |
| 2025-06-30 | $312k | 5.0k | 62.02 |
| 2025-03-31 | $344k | 5.9k | 58.35 |
| 2024-12-31 | $367k | 5.9k | 62.31 |
| 2024-09-30 | $367k | 5.9k | 62.32 |
| 2024-06-30 | $345k | 5.9k | 58.52 |
| 2024-03-31 | $357k | 5.9k | 60.74 |
| 2023-12-31 | $424k | 1.5k | 277.09 |
| 2023-09-30 | $381k | 1.5k | 249.43 |
| 2023-06-30 | $400k | 1.5k | 261.56 |
| 2023-03-31 | $382k | 1.5k | 250.17 |
| 2022-12-31 | $61k | 253 | 241.47 |
| 2022-09-30 | $55k | 251 | 219.12 |
| 2022-06-30 | $57k | 251 | 227.09 |
| 2022-03-31 | $67k | 251 | 266.93 |
| 2021-12-31 | $71k | 250 | 284.00 |
| 2021-09-30 | $66k | 249 | 265.06 |
| 2021-06-30 | $35k | 129 | 271.32 |
| 2021-03-31 | $34k | 129 | 263.57 |
| 2020-12-31 | $30k | 129 | 232.56 |
| 2020-09-30 | $24k | 128 | 187.50 |