iShares S&P MidCap 400 Index shares owned by Capasso Planning Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Capasso Planning Partners
from 13F filings
Historical chart of Capasso Planning Partners 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 Capasso Planning Partners 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 Capasso Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 41k | 62.32 |
| 2024-06-30 | $2.2M | 38k | 58.52 |
| 2024-03-31 | $1.9M | 32k | 60.74 |
| 2023-12-31 | $1.7M | 6.0k | 277.17 |
| 2023-09-30 | $1.6M | 6.4k | 249.37 |
| 2023-06-30 | $1.7M | 6.4k | 261.48 |
| 2023-03-31 | $1.7M | 6.7k | 250.16 |
| 2022-12-31 | $1.4M | 5.9k | 241.89 |
| 2022-09-30 | $1.3M | 5.7k | 219.32 |
| 2022-06-30 | $1.4M | 6.1k | 226.23 |
| 2022-03-31 | $1.4M | 5.4k | 268.42 |
| 2021-12-31 | $1.6M | 5.5k | 283.13 |