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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
2026-03-31 $49k 725 67.53
2024-12-31 $45k 725 62.31

More positions owned by Capital & Planning

Alphabet Common Stock (GOOGL)
Amazon Common Stock (AMZN)
Microsoft Corp Common Stock (MSFT)
Southern Company Common Stock (SO)
Visa Common Stock (V)
Eli Lilly Common Stock (LLY)
Duke Energy Common Stock (DUK)
Apple Common Stock (AAPL)
Mcdonalds Corp Common Stock (MCD)
Caterpillar Common Stock (CAT)
Church & Dwight Common Stock (CHD)
Nvidia Corp Common Stock (NVDA)
Procter & Gamble Common Stock (PG)
Texas Instruments Common Stock (TXN)
Meta Platforms Common Stock (META)

View all positions for Capital & Planning

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Bank of New York Mellon
Wells Fargo & Company
FMR
Goldman Sachs Group
Morgan Stanley
Raymond James Financial
Envestnet Asset Management
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index