iShares S&P MidCap 400 Index shares owned by Twin Peaks Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Twin Peaks Wealth Advisors
from 13F filings
Historical chart of Twin Peaks 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 Twin Peaks Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $562k | 8.6k | 65.26 |
| 2025-06-30 | $550k | 8.6k | 63.71 |
| 2025-03-31 | $485k | 8.8k | 54.98 |
| 2024-12-31 | $1.5M | 24k | 62.31 |
| 2024-09-30 | $1.4M | 22k | 62.32 |
| 2024-06-30 | $1.3M | 23k | 58.52 |
| 2024-03-31 | $1.2M | 19k | 60.74 |
| 2023-12-31 | $1.1M | 3.9k | 277.19 |
More positions owned by Twin Peaks Wealth Advisors
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