iShares S&P MidCap 400 Index shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark 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 Pensionmark 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 Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.5M | 88k | 62.32 |
| 2024-06-30 | $1.8M | 31k | 58.52 |
| 2024-03-31 | $411k | 6.8k | 60.74 |
| 2023-12-31 | $544k | 2.0k | 277.21 |
| 2023-09-30 | $531k | 2.1k | 250.49 |
| 2022-06-30 | $227k | 908 | 250.00 |
| 2022-03-31 | $240k | 893 | 268.76 |
| 2021-12-31 | $263k | 983 | 267.55 |
| 2019-12-31 | $642k | 3.1k | 205.84 |
| 2019-09-30 | $221k | 1.1k | 193.18 |
| 2019-03-31 | $390k | 2.1k | 189.41 |
More positions owned by Pensionmark Financial Group
View all positions for Pensionmark Financial Group