Phillips Financial Management »

iShares S&P MidCap 400 Index shares owned by Phillips Financial Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management 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 Phillips Financial Management 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $64M 1.1M 58.52
2024-03-31 $70M 1.2M 60.74
2023-12-31 $66M 239k 277.15
2023-09-30 $60M 239k 249.35
2023-06-30 $64M 245k 261.48
2023-03-31 $63M 253k 250.16
2022-12-31 $62M 254k 241.89
2022-09-30 $55M 249k 219.26
2022-06-30 $59M 259k 226.23
2022-03-31 $71M 265k 268.41
2021-12-31 $71M 252k 283.08
2021-09-30 $65M 245k 263.07
2021-06-30 $63M 234k 268.73
2021-03-31 $60M 232k 260.28
2020-12-31 $54M 237k 229.83
2020-09-30 $44M 237k 185.31
2020-06-30 $43M 239k 177.82
2020-03-31 $32M 238k 135.43
2019-12-31 $56M 274k 205.82
2019-09-30 $52M 270k 193.23
2019-06-30 $51M 262k 194.80
2019-03-31 $50M 258k 191.97
2018-12-31 $42M 250k 166.06
2018-09-30 $51M 257k 199.76
2018-06-30 $51M 260k 194.86
2018-03-31 $48M 260k 185.03
2017-12-31 $50M 258k 193.21
2017-09-30 $46M 259k 178.90
2017-06-30 $46M 257k 178.72
2017-03-31 $42M 251k 167.44
2016-12-31 $42M 248k 168.07
2016-09-30 $38M 248k 151.48
2016-06-30 $38M 250k 153.87
2016-03-31 $36M 251k 144.86
2015-12-31 $31M 243k 127.08
2015-09-30 $33M 237k 140.44
2015-06-30 $36M 237k 150.41
2015-03-31 $36M 235k 152.49
2014-12-31 $34M 236k 142.71
2014-09-30 $30M 227k 130.22
2014-06-30 $32M 228k 141.17
2014-03-31 $31M 228k 134.77
2013-12-31 $31M 231k 132.99
2013-09-30 $29M 232k 125.28
2013-06-30 $28M 232k 121.90
2012-09-30 $23M 238k 98.32
2012-06-30 $22M 236k 93.95
2012-03-31 $23M 236k 99.29
2011-09-30 $19M 239k 77.99
2011-06-30 $23M 235k 98.09
2011-03-31 $24M 241k 98.71

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Phillips Financial Management

Top funds holding iShares S&P MidCap 400 Index

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View all funds holding iShares S&P MidCap 400 Index