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iShares S&P MidCap 400 Index shares owned by TRUE Private Wealth Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by TRUE Private Wealth Advisors from 13F filings

Historical chart of TRUE Private Wealth 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 Private Wealth 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $29M 460k 62.32
2024-06-30 $26M 442k 58.52
2024-03-31 $27M 442k 60.74
2023-12-31 $20M 71k 277.15
2023-09-30 $17M 69k 249.35
2023-06-30 $18M 71k 261.48
2023-03-31 $16M 63k 250.16
2022-12-31 $1.1M 4.7k 241.89
2022-09-30 $1.2M 5.6k 219.24
2022-06-30 $2.0M 8.7k 226.14
2022-03-31 $12M 47k 260.28
2021-12-31 $20M 71k 283.08
2021-09-30 $18M 69k 263.07
2021-06-30 $23M 87k 268.72
2021-03-31 $20M 78k 260.28
2020-12-31 $16M 71k 229.83
2020-09-30 $16M 87k 185.30
2020-06-30 $3.2M 18k 177.80
2020-03-31 $2.5M 17k 143.82
2019-12-31 $3.7M 18k 205.81
2019-09-30 $3.0M 16k 193.18
2019-06-30 $3.0M 15k 194.21
2019-03-31 $2.0M 10k 189.33
2018-12-31 $1.8M 11k 166.02
2018-09-30 $23M 115k 202.13
2018-06-30 $15M 75k 195.62
2018-03-31 $8.2M 44k 187.55
2017-12-31 $7.8M 41k 189.78
2017-09-30 $9.1M 51k 178.90
2017-06-30 $8.9M 51k 173.95
2017-03-31 $13M 75k 170.02
2016-12-31 $13M 74k 167.69
2016-09-30 $16M 108k 151.56
2016-06-30 $14M 92k 149.39
2016-03-31 $8.1M 56k 144.19
2015-12-31 $6.5M 47k 139.32

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Agency Bond Etf (AGZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Msci Emrg Chn (EMXC)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth Advisors

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Bank of New York Mellon
Wells Fargo & Company
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James & Associates
Envestnet Asset Management
BlackRock
Royal Bank of Canada
BlackRock
Northern Trust
Pnc Financial Services
Goldman Sachs Group

View all funds holding iShares S&P MidCap 400 Index