iShares S&P MidCap 400 Index shares owned by TL Private Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by TL Private Wealth
from 13F filings
Historical chart of TL Private Wealth 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 TL Private Wealth 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 TL Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $858k | 14k | 61.85 |
| 2024-06-30 | $905k | 15k | 62.25 |
| 2024-03-31 | $871k | 15k | 60.00 |
| 2023-12-31 | $825k | 3.0k | 277.16 |
| 2023-09-30 | $733k | 3.0k | 246.67 |
| 2023-06-30 | $780k | 3.0k | 262.97 |
| 2023-03-31 | $738k | 3.0k | 250.14 |
| 2022-12-31 | $731k | 2.9k | 248.04 |
| 2022-09-30 | $663k | 2.9k | 225.28 |
| 2022-06-30 | $618k | 2.7k | 228.38 |
| 2022-03-31 | $708k | 2.7k | 261.93 |
| 2021-12-31 | $698k | 2.7k | 258.61 |
| 2021-09-30 | $754k | 2.7k | 278.43 |
| 2021-06-30 | $734k | 2.7k | 268.86 |
| 2021-03-31 | $690k | 2.6k | 266.92 |
| 2020-12-31 | $665k | 2.7k | 246.39 |
| 2020-09-30 | $530k | 2.6k | 200.08 |
| 2020-06-30 | $490k | 2.6k | 186.38 |
| 2020-03-31 | $483k | 3.0k | 160.41 |
| 2019-12-31 | $721k | 3.5k | 205.94 |