iShares S&P MidCap 400 Index shares owned by Holistic Planning
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic 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 Holistic 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 Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $730k | 11k | 65.26 |
| 2025-06-30 | $711k | 12k | 62.02 |
| 2025-03-31 | $617k | 11k | 58.35 |
| 2024-12-31 | $670k | 11k | 62.31 |
| 2024-09-30 | $712k | 11k | 62.32 |
| 2024-06-30 | $489k | 8.1k | 60.74 |
| 2024-03-31 | $511k | 8.4k | 60.74 |