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iShares S&P MidCap 400 Index shares owned by Trueblood Wealth Management

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

Historical chart of Trueblood Wealth Management 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 Trueblood Wealth Management 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 Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 16k 65.26
2025-06-30 $957k 15k 62.02
2025-03-31 $814k 14k 58.35
2024-12-31 $723k 12k 62.31
2024-03-31 $222k 3.7k 60.74
2023-12-31 $203k 734 277.15

More positions owned by Trueblood Wealth Management

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Oracle Corporation (ORCL)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Ft Vest Ris (RDVI)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange-traded A Com Shs (FTA)
Arthur J. Gallagher & Co. (AJG)
Cincinnati Financial Corporation (CINF)
Caterpillar (CAT)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Republic Services (RSG)
First Tr Exchange Traded Dj Glbl Divid (FGD)

View all positions for Trueblood Wealth Management

Top funds holding iShares S&P MidCap 400 Index

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

View all funds holding iShares S&P MidCap 400 Index