iShares S&P MidCap 400 Index shares owned by Pacific Financial Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Pacific Financial Group
from 13F filings
Historical chart of Pacific Financial Group 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 Pacific Financial Group 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 Pacific Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $5.3M | 90k | 58.52 |
| 2024-03-31 | $5.7M | 93k | 60.74 |
| 2023-12-31 | $5.1M | 19k | 277.15 |
| 2023-09-30 | $4.5M | 18k | 249.35 |
| 2023-06-30 | $4.8M | 18k | 261.48 |
| 2023-03-31 | $4.3M | 17k | 250.16 |
| 2022-12-31 | $4.1M | 17k | 241.89 |
| 2022-09-30 | $3.7M | 17k | 219.28 |
| 2022-06-30 | $4.1M | 18k | 226.26 |
| 2022-03-31 | $5.2M | 19k | 268.34 |
| 2021-12-31 | $5.0M | 18k | 279.74 |
| 2021-09-30 | $4.6M | 17k | 263.05 |
| 2021-06-30 | $4.5M | 17k | 268.70 |
| 2021-03-31 | $4.0M | 16k | 260.30 |
| 2020-12-31 | $3.5M | 15k | 229.86 |
| 2020-09-30 | $8.5M | 46k | 185.32 |
| 2020-06-30 | $4.1M | 28k | 143.87 |
| 2020-03-31 | $4.1M | 28k | 143.87 |
| 2019-12-31 | $103M | 499k | 205.82 |
| 2019-09-30 | $140M | 723k | 194.26 |
| 2019-06-30 | $132M | 699k | 189.40 |
| 2019-03-31 | $132M | 697k | 189.40 |
| 2018-12-31 | $35M | 212k | 166.06 |
| 2016-06-30 | $1.2M | 8.2k | 149.45 |
| 2015-12-31 | $1.0M | 7.3k | 139.33 |
| 2015-09-30 | $8.0M | 59k | 136.60 |
| 2015-06-30 | $8.4M | 56k | 149.98 |
| 2015-03-31 | $7.8M | 51k | 151.97 |
| 2014-12-31 | $863k | 6.0k | 144.85 |
| 2014-09-30 | $15M | 113k | 136.74 |
| 2014-06-30 | $3.7M | 26k | 143.07 |
| 2014-03-31 | $1.0M | 7.4k | 137.45 |
| 2013-12-31 | $2.7k | 39 | 68.46 |
| 2013-09-30 | $10M | 83k | 124.13 |
| 2013-06-30 | $7.2M | 63k | 115.49 |
| 2012-12-31 | $682k | 6.7k | 101.70 |
| 2012-09-30 | $677k | 6.9k | 98.70 |
| 2012-06-30 | $647k | 6.9k | 94.18 |
| 2012-03-31 | $889k | 9.0k | 99.20 |
| 2011-12-31 | $820k | 9.4k | 87.65 |
| 2011-09-30 | $770k | 9.9k | 77.98 |
| 2011-06-30 | $966k | 9.9k | 97.72 |
| 2011-03-31 | $992k | 10k | 98.71 |