iShares S&P MidCap 400 Index shares owned by LifeSteps Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by LifeSteps Financial
from 13F filings
Historical chart of LifeSteps Financial 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 LifeSteps Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by LifeSteps Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.2M | 67k | 62.32 |
| 2024-06-30 | $4.0M | 68k | 58.52 |
| 2024-03-31 | $4.6M | 76k | 60.74 |
| 2023-12-31 | $4.4M | 16k | 277.14 |
| 2023-09-30 | $4.0M | 16k | 249.36 |
| 2023-06-30 | $4.2M | 16k | 261.49 |
| 2023-03-31 | $4.1M | 17k | 250.16 |
| 2022-12-31 | $4.2M | 17k | 241.88 |
| 2022-09-30 | $3.9M | 18k | 219.26 |
| 2022-06-30 | $4.4M | 19k | 226.24 |
| 2022-03-31 | $5.3M | 20k | 268.32 |
| 2021-12-31 | $5.8M | 21k | 283.06 |
| 2021-09-30 | $5.5M | 21k | 263.07 |
| 2021-06-30 | $5.6M | 21k | 268.73 |
| 2021-03-31 | $5.4M | 21k | 260.27 |
| 2020-12-31 | $4.9M | 21k | 229.84 |
| 2020-09-30 | $4.0M | 21k | 185.31 |
| 2020-06-30 | $3.8M | 21k | 177.83 |
| 2020-03-31 | $3.1M | 22k | 143.86 |
| 2019-12-31 | $4.6M | 22k | 205.82 |