IJH — Ishares Tr S&P Midcap 400

Ownership history in MCDANIEL TERRY & CO  ·  24 quarters on record

This page tracks every 13F SEC filing in which MCDANIEL TERRY & CO reported a position in Ishares Tr S&P Midcap 400 (IJH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2021 Q4)
Avg. % of fund
0.04%
First filed
2019 Q3
Last filed
2025 Q3
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 6,440 — 0% 0.03% $420K $64.79
2025 Q2 UNCHANGED 6,440 — 0% 0.03% $399K $61.37
2025 Q1 UNCHANGED 6,440 — 0% 0.03% $376K $57.56
2024 Q4 UNCHANGED 6,440 — 0% 0.03% $401K $61.30
2024 Q3 UNCHANGED 6,440 — 0% 0.03% $401K $61.06
2024 Q2 UNCHANGED 6,440 — 0% 0.03% $377K $57.11
2024 Q1 ADDED 6,440 +5,152 +400.0% 0.03% $391K $59.12
2023 Q4 UNCHANGED 1,288 — 0% 0.03% $357K $53.81
2023 Q3 UNCHANGED 1,288 — 0% 0.03% $321K $48.20
2023 Q2 UNCHANGED 1,288 — 0% 0.03% $337K $50.31
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IJH price (monthly, adj. close)

Other funds also holding IJH

As of 2025 Q4 — sorted by position size

Holland Advisory Services, Inc. 3Y 23.85% New England Professional Planning Group Inc. 3Y 7Y 18.17% LTG Capital LLC 3Y 17.92% Chandler Asset Management, Inc. 3Y 15.41% TRUEFG, LLC 3Y 14.7% INSTRUMENTAL WEALTH, LLC 14.43% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 13.61% Platt Investment Counsel, LLC 3Y 13.47% Urban Financial Advisory Corp 12.71% Lee Financial Co 3Y 7Y 12.43%
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