iShares S&P MidCap 400 Index shares owned by PDS Planning
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by PDS Planning
from 13F filings
Historical chart of PDS 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 PDS Planning 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 PDS Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 226k | 62.32 |
| 2024-03-31 | $51M | 836k | 60.74 |
| 2023-12-31 | $46M | 165k | 277.15 |
| 2023-09-30 | $40M | 159k | 249.35 |
| 2023-06-30 | $40M | 153k | 261.48 |
| 2023-03-31 | $35M | 141k | 250.16 |
| 2022-12-31 | $32M | 133k | 241.89 |
| 2022-09-30 | $28M | 127k | 219.26 |
| 2022-06-30 | $25M | 112k | 226.23 |
| 2022-03-31 | $27M | 101k | 268.35 |
| 2021-12-31 | $26M | 93k | 283.08 |
| 2021-09-30 | $21M | 79k | 263.07 |
| 2021-06-30 | $19M | 69k | 268.73 |
| 2021-03-31 | $14M | 55k | 260.28 |
| 2020-09-30 | $8.1M | 44k | 185.31 |
| 2020-06-30 | $7.3M | 41k | 177.81 |
| 2020-03-31 | $6.9M | 48k | 143.86 |
| 2019-12-31 | $7.1M | 35k | 205.82 |
| 2019-09-30 | $6.3M | 33k | 193.23 |
| 2019-06-30 | $6.0M | 31k | 194.25 |
| 2019-03-31 | $5.9M | 31k | 189.40 |
| 2018-12-31 | $4.6M | 28k | 166.06 |
| 2018-09-30 | $5.4M | 27k | 202.43 |
| 2018-06-30 | $4.9M | 25k | 194.77 |
| 2018-03-31 | $4.6M | 24k | 187.57 |
| 2017-12-31 | $4.5M | 24k | 189.78 |