iShares S&P MidCap 400 Index shares owned by Triad Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Triad Financial Advisors
from 13F filings
Historical chart of Triad Financial 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 Triad Financial 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 Triad Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.1M | 4.3k | 249.40 |
| 2023-06-30 | $1.1M | 4.3k | 261.47 |
| 2023-03-31 | $1.1M | 4.5k | 250.14 |
| 2022-12-31 | $1.1M | 4.7k | 241.90 |
| 2022-09-30 | $1.0M | 4.6k | 219.33 |
| 2022-06-30 | $1.0M | 4.6k | 226.29 |
| 2022-03-31 | $1.2M | 4.3k | 268.35 |
| 2021-12-31 | $1.3M | 4.4k | 283.17 |