iShares S&P MidCap 400 Index shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth 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 TrueWealth 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 TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $256k | 4.1k | 62.32 |
| 2024-06-30 | $251k | 4.3k | 58.52 |
| 2024-03-31 | $232k | 3.8k | 60.74 |
| 2023-12-31 | $215k | 774 | 277.15 |
| 2023-09-30 | $234k | 938 | 249.35 |
| 2022-03-31 | $207k | 732 | 282.79 |
| 2021-12-31 | $207k | 732 | 282.79 |