iShares S&P MidCap 400 Index shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth 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 Falcon Wealth 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 Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $635k | 9.7k | 65.26 |
| 2025-06-30 | $586k | 9.4k | 62.02 |
| 2025-03-31 | $657k | 11k | 58.35 |
| 2024-12-31 | $735k | 12k | 62.31 |
| 2024-09-30 | $463k | 7.4k | 62.32 |
| 2024-06-30 | $411k | 7.0k | 58.52 |
| 2024-03-31 | $426k | 7.0k | 60.74 |
| 2023-12-31 | $396k | 1.4k | 277.15 |
| 2023-09-30 | $350k | 1.4k | 249.35 |
| 2023-06-30 | $367k | 1.4k | 261.48 |
| 2023-03-31 | $351k | 1.4k | 250.16 |
| 2022-12-31 | $344k | 1.4k | 241.89 |
| 2022-09-30 | $303k | 1.4k | 219.41 |
| 2022-06-30 | $314k | 1.4k | 226.39 |
| 2022-03-31 | $371k | 1.4k | 268.65 |
| 2021-12-31 | $406k | 1.4k | 283.32 |
| 2021-09-30 | $377k | 1.4k | 263.08 |