Axim Planning & Wealth »

iShares S&P MidCap 400 Index shares owned by Axim Planning & Wealth

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Axim Planning & Wealth from 13F filings

Historical chart of Axim Planning & Wealth 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 Axim Planning & Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Axim Planning & Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $308k 4.7k 65.26
2025-06-30 $302k 4.9k 62.02
2025-03-31 $250k 4.3k 58.35
2022-09-30 $68k 311 218.65
2022-06-30 $70k 311 225.08