iShares S&P MidCap 400 Index shares owned by Capital Planning
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Capital Planning
from 13F filings
Historical chart of Capital Planning 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 Capital Planning 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 Capital Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $461k | 7.1k | 65.26 |
| 2025-06-30 | $438k | 7.1k | 62.02 |
| 2025-03-31 | $412k | 7.1k | 58.35 |
| 2024-12-31 | $440k | 7.1k | 62.31 |
| 2024-09-30 | $445k | 7.1k | 62.32 |
| 2024-06-30 | $418k | 7.1k | 58.52 |
| 2024-03-31 | $434k | 7.1k | 60.74 |
| 2023-12-31 | $453k | 1.6k | 277.19 |
| 2023-09-30 | $421k | 1.7k | 250.50 |
| 2023-06-30 | $439k | 1.7k | 261.49 |
| 2023-03-31 | $420k | 1.7k | 250.16 |
| 2022-12-31 | $406k | 1.7k | 241.89 |
| 2022-09-30 | $368k | 1.7k | 219.18 |
| 2022-06-30 | $381k | 1.7k | 226.25 |
| 2022-03-31 | $452k | 1.7k | 268.41 |
| 2021-12-31 | $561k | 2.0k | 282.90 |
| 2021-09-30 | $522k | 2.0k | 263.24 |
| 2021-06-30 | $533k | 2.0k | 268.78 |
| 2021-03-31 | $530k | 2.0k | 260.19 |
| 2020-12-31 | $472k | 2.1k | 229.91 |