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
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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 |
|---|---|---|---|
| 2024-03-31 | $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
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