iShares S&P MidCap 400 Index shares owned by Center for Financial Planning
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 41k | 62.32 |
| 2024-06-30 | $2.3M | 40k | 58.52 |
| 2024-03-31 | $2.4M | 40k | 60.74 |
| 2023-12-31 | $2.2M | 8.0k | 277.15 |
| 2023-09-30 | $2.0M | 7.9k | 249.35 |
| 2023-06-30 | $2.0M | 7.5k | 261.48 |
| 2023-03-31 | $2.0M | 8.1k | 250.16 |
| 2022-12-31 | $1.8M | 7.4k | 241.89 |
| 2022-09-30 | $1.6M | 7.3k | 219.21 |
| 2022-06-30 | $1.9M | 8.4k | 226.19 |
| 2022-03-31 | $2.1M | 7.9k | 268.30 |
| 2021-12-31 | $2.0M | 7.0k | 283.14 |
| 2021-09-30 | $1.5M | 5.9k | 263.08 |
| 2021-06-30 | $1.5M | 5.5k | 268.79 |
| 2021-03-31 | $1.4M | 5.5k | 260.29 |
| 2020-12-31 | $1.3M | 5.6k | 229.83 |
| 2020-09-30 | $1.1M | 6.2k | 185.23 |
| 2020-06-30 | $1.1M | 6.0k | 177.89 |
| 2020-03-31 | $543k | 3.8k | 143.84 |
| 2019-12-31 | $761k | 3.7k | 205.90 |
More positions owned by Center for Financial Planning
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