iShares S&P MidCap 400 Index shares owned by Trinity Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Trinity Financial Advisors
from 13F filings
Historical chart of Trinity Financial Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Trinity Financial 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 Trinity Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 34k | 65.26 |
| 2025-06-30 | $2.2M | 35k | 62.02 |
| 2025-03-31 | $3.2M | 55k | 58.35 |
| 2024-12-31 | $3.5M | 56k | 62.15 |
| 2024-09-30 | $3.0M | 89k | 33.54 |
| 2024-06-30 | $6.3M | 107k | 58.52 |
| 2024-03-31 | $6.7M | 111k | 60.74 |
| 2023-12-31 | $5.5M | 20k | 277.15 |
| 2023-09-30 | $5.0M | 20k | 249.35 |
| 2023-06-30 | $5.0M | 19k | 261.49 |
| 2023-03-31 | $4.6M | 18k | 250.17 |
| 2022-12-31 | $4.4M | 18k | 241.89 |
| 2022-09-30 | $4.0M | 18k | 219.24 |
| 2022-06-30 | $4.2M | 18k | 226.23 |
| 2022-03-31 | $5.4M | 20k | 268.34 |
| 2021-12-31 | $6.5M | 23k | 283.08 |
| 2020-12-31 | $3.9M | 17k | 233.53 |
More positions owned by Trinity Financial Advisors
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