iShares S&P MidCap 400 Index shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $32k | 505 | 62.32 |
| 2024-06-30 | $30k | 505 | 58.52 |
| 2024-03-31 | $31k | 505 | 60.74 |
| 2023-12-31 | $22k | 80 | 277.15 |
| 2023-09-30 | $20k | 80 | 249.35 |
| 2023-06-30 | $21k | 80 | 261.48 |
| 2023-03-31 | $20k | 80 | 250.16 |
| 2022-12-31 | $19k | 80 | 241.89 |
| 2022-09-30 | $18k | 80 | 225.00 |
| 2022-06-30 | $18k | 80 | 225.00 |
| 2022-03-31 | $21k | 80 | 262.50 |
| 2021-12-31 | $23k | 80 | 287.50 |
| 2021-09-30 | $21k | 80 | 262.50 |
| 2021-06-30 | $21k | 80 | 262.50 |
| 2021-03-31 | $21k | 80 | 262.50 |
| 2020-12-31 | $18k | 80 | 225.00 |
| 2020-09-30 | $15k | 80 | 187.50 |
| 2020-06-30 | $14k | 80 | 175.00 |
| 2020-03-31 | $12k | 80 | 150.00 |
| 2019-12-31 | $16k | 80 | 200.00 |
| 2019-09-30 | $15k | 80 | 187.50 |
| 2019-06-30 | $16k | 80 | 200.00 |
| 2019-03-31 | $15k | 80 | 187.50 |
| 2018-12-31 | $12k | 75 | 160.00 |
| 2018-09-30 | $15k | 75 | 200.00 |
| 2018-06-30 | $15k | 75 | 200.00 |
| 2018-03-31 | $14k | 75 | 186.67 |
| 2017-12-31 | $14k | 75 | 186.67 |
| 2017-09-30 | $13k | 75 | 173.33 |
| 2017-06-30 | $13k | 75 | 173.33 |
| 2017-03-31 | $13k | 76 | 171.05 |
| 2016-12-31 | $12k | 75 | 160.00 |
More positions owned by Mark Sheptoff Financial Planning
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