iShares S&P MidCap 400 Index shares owned by True Link Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by True Link Financial Advisors
from 13F filings
Historical chart of True Link Financial 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 True Link Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Index by True Link Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $375k | 6.2k | 60.74 |
2023-12-31 | $374k | 1.3k | 277.15 |
2023-09-30 | $670k | 2.7k | 249.35 |
2023-06-30 | $856k | 3.3k | 261.48 |
2023-03-31 | $1.1M | 4.5k | 250.16 |
2022-12-31 | $1.2M | 4.8k | 241.89 |
2022-09-30 | $1.7M | 7.7k | 219.26 |
2022-06-30 | $1.7M | 7.7k | 226.26 |
2022-03-31 | $2.1M | 7.8k | 268.29 |
2021-12-31 | $296k | 1.0k | 282.98 |
2021-09-30 | $275k | 1.0k | 262.91 |
2021-06-30 | $281k | 1.0k | 268.64 |
2021-03-31 | $421k | 1.6k | 260.36 |
2020-12-31 | $641k | 2.8k | 229.91 |
More positions owned by True Link Financial Advisors
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