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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

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.5M 115k 65.26
2025-06-30 $6.7M 108k 62.02
2025-03-31 $6.4M 109k 58.35
2024-12-31 $8.0M 128k 62.31
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