iShares S&P MidCap 400 Index shares owned by Peak Planning Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Peak Planning Group
from 13F filings
Historical chart of Peak Planning 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 Peak Planning Group 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 Peak Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $330k | 4.9k | 67.53 |
| 2025-09-30 | $480k | 7.4k | 65.26 |
| 2025-06-30 | $640k | 10k | 62.02 |
| 2025-03-31 | $852k | 15k | 58.35 |
| 2024-12-31 | $964k | 16k | 62.31 |
| 2024-09-30 | $1.0M | 17k | 62.32 |
| 2024-06-30 | $989k | 17k | 58.52 |