iShares S&P MidCap 400 Index shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors 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 Trifecta Capital Advisors 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 Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.9M | 159k | 62.32 |
| 2024-06-30 | $8.9M | 152k | 58.52 |
| 2024-03-31 | $8.4M | 138k | 60.74 |
| 2023-12-31 | $7.0M | 25k | 277.15 |
| 2023-09-30 | $5.0M | 20k | 249.35 |
| 2023-06-30 | $5.0M | 19k | 261.48 |
| 2023-03-31 | $4.1M | 16k | 250.16 |
| 2022-12-31 | $3.3M | 14k | 241.89 |