iShares S&P MidCap 400 Index shares owned by True Wealth Design
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design 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 Wealth Design 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 Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $39k | 625 | 62.32 |
| 2024-06-30 | $37k | 625 | 58.52 |
| 2024-03-31 | $38k | 625 | 60.74 |
| 2023-12-31 | $35k | 125 | 277.15 |
| 2023-09-30 | $31k | 125 | 249.35 |
| 2023-06-30 | $33k | 125 | 261.48 |
| 2023-03-31 | $31k | 125 | 250.16 |
| 2022-12-31 | $30k | 125 | 241.89 |