iShares S&P MidCap 400 Index shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth 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 TrinityPoint Wealth 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 TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.9M | 30k | 62.31 |
| 2024-09-30 | $1.8M | 29k | 62.32 |
| 2024-06-30 | $1.6M | 27k | 58.52 |
| 2024-03-31 | $1.6M | 27k | 60.74 |
| 2023-12-31 | $1.4M | 5.1k | 277.17 |
| 2023-09-30 | $1.3M | 5.1k | 249.35 |
| 2023-06-30 | $430k | 1.6k | 261.48 |
| 2023-03-31 | $377k | 1.5k | 250.20 |
| 2022-12-31 | $360k | 1.5k | 241.89 |
| 2022-09-30 | $293k | 1.3k | 219.31 |
| 2022-06-30 | $302k | 1.3k | 226.05 |
| 2022-03-31 | $370k | 1.4k | 268.12 |
| 2021-12-31 | $444k | 1.6k | 282.80 |
| 2021-09-30 | $493k | 1.9k | 263.21 |
| 2021-06-30 | $519k | 1.9k | 268.63 |
| 2021-03-31 | $565k | 2.2k | 260.13 |
| 2020-12-31 | $526k | 2.2k | 242.17 |
| 2020-09-30 | $379k | 2.0k | 185.15 |
| 2020-06-30 | $357k | 2.0k | 177.97 |
| 2020-03-31 | $366k | 2.5k | 144.04 |
| 2019-12-31 | $666k | 3.2k | 205.81 |
| 2019-09-30 | $645k | 3.2k | 199.32 |
| 2019-06-30 | $705k | 3.6k | 198.09 |
| 2019-03-31 | $698k | 3.7k | 189.47 |
| 2018-12-31 | $628k | 3.8k | 166.18 |