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iShares S&P MidCap 400 Index shares owned by Trademark Financial Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Trademark Financial Management from 13F filings

Historical chart of Trademark 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 Trademark Financial Management 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 Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $322k 5.2k 62.32
2024-06-30 $237k 4.0k 58.53
2024-03-31 $250k 4.1k 60.73