iShares S&P MidCap 400 Index shares owned by TruWealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth 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 TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.3M | 137k | 60.74 |
| 2023-12-31 | $7.4M | 27k | 277.15 |
| 2023-09-30 | $6.7M | 27k | 249.35 |
| 2023-06-30 | $7.0M | 27k | 261.48 |
| 2023-03-31 | $6.5M | 26k | 250.16 |
| 2022-12-31 | $3.5M | 15k | 241.89 |
| 2022-09-30 | $3.2M | 15k | 219.25 |
| 2022-06-30 | $3.4M | 15k | 226.21 |
| 2022-03-31 | $3.9M | 15k | 268.35 |
| 2021-12-31 | $4.0M | 14k | 283.11 |
| 2021-09-30 | $3.4M | 13k | 263.04 |
| 2021-06-30 | $3.5M | 13k | 268.70 |
| 2021-03-31 | $3.2M | 12k | 260.32 |
| 2020-12-31 | $2.6M | 12k | 229.86 |