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
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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 |
|---|---|---|---|
| 2025-09-30 | $298k | 4.6k | 65.26 |
| 2025-06-30 | $284k | 4.6k | 62.02 |
| 2025-03-31 | $272k | 4.7k | 58.35 |
| 2024-12-31 | $325k | 5.2k | 62.31 |
| 2024-09-30 | $322k | 5.2k | 62.32 |
| 2024-06-30 | $237k | 4.0k | 58.53 |
| 2024-03-31 | $250k | 4.1k | 60.73 |
More positions owned by Trademark Financial Management
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