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iShares S&P MidCap 400 Index shares owned by Consolidated Planning Corp

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

Historical chart of Consolidated Planning Corp 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 Consolidated Planning Corp 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 Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 8.4k 277.15
2023-09-30 $327k 1.3k 249.35
2023-06-30 $526k 2.0k 261.48
2022-09-30 $454k 2.1k 219.43
2022-06-30 $654k 2.9k 226.30
2021-09-30 $78k 295 264.41

More positions owned by Consolidated Planning Corp

Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Apple (AAPL)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
salesforce (CRM)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core S&p Scp Etf (IJR)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Broadcom (AVGO)

View all positions for Consolidated Planning Corp

Top funds holding iShares S&P MidCap 400 Index

Raymond James & Associates
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Fifth Third Bancorp
Royal Bank of Canada
UBS Group
MEMBERS Trust
Pnc Financial Services
Municipal Employees' Retirement System of Michigan
Goldman Sachs Group

View all funds holding iShares S&P MidCap 400 Index