iShares S&P MidCap 400 Index shares owned by Truewealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Truewealth
from 13F filings
Historical chart of Truewealth investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Truewealth 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
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-06-30 | $210k | 1.2k | 177.97 |
| 2020-03-31 | $170k | 1.2k | 144.07 |
| 2019-12-31 | $243k | 1.2k | 205.93 |
| 2019-09-30 | $228k | 1.2k | 193.22 |
| 2019-06-30 | $240k | 1.2k | 194.17 |
| 2019-03-31 | $234k | 1.2k | 189.32 |
| 2018-12-31 | $205k | 1.2k | 165.86 |
| 2018-09-30 | $249k | 1.2k | 201.46 |
| 2018-06-30 | $241k | 1.2k | 194.98 |
| 2018-03-31 | $232k | 1.2k | 187.70 |
| 2017-12-31 | $235k | 1.2k | 190.13 |