iShares S&P MidCap 400 Index shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 77k | 65.26 |
| 2025-06-30 | $4.9M | 78k | 62.02 |
| 2025-03-31 | $4.4M | 75k | 58.35 |
| 2024-12-31 | $4.2M | 67k | 62.31 |
| 2024-09-30 | $3.9M | 63k | 62.32 |
| 2024-06-30 | $3.7M | 63k | 58.52 |
| 2024-03-31 | $1.4M | 24k | 60.74 |
| 2023-12-31 | $873k | 3.2k | 277.19 |
| 2023-09-30 | $1.2M | 5.0k | 249.35 |
| 2023-06-30 | $638k | 2.4k | 261.48 |
| 2023-03-31 | $608k | 2.4k | 250.13 |
| 2022-12-31 | $535k | 2.2k | 241.93 |
| 2022-09-30 | $481k | 2.2k | 219.23 |
| 2022-06-30 | $456k | 2.0k | 226.19 |
| 2020-03-31 | $989k | 6.9k | 143.85 |
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