iShares S&P MidCap 400 Index shares owned by Legacy Wealth Planning
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Legacy Wealth Planning
from 13F filings
Historical chart of Legacy 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 Legacy 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 Legacy Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $293k | 1.3k | 219.31 |
| 2022-06-30 | $327k | 1.4k | 226.30 |
| 2022-03-31 | $376k | 1.4k | 268.19 |
| 2021-12-31 | $288k | 1.0k | 283.46 |
| 2021-09-30 | $289k | 1.1k | 254.85 |
| 2021-06-30 | $295k | 1.1k | 268.67 |
| 2021-03-31 | $312k | 1.2k | 260.43 |
| 2020-12-31 | $297k | 1.3k | 230.05 |
| 2020-09-30 | $3.2M | 18k | 185.31 |
| 2020-06-30 | $3.4M | 19k | 177.84 |
| 2020-03-31 | $2.8M | 19k | 143.84 |
| 2019-12-31 | $4.0M | 19k | 205.83 |