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
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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 |
|---|---|---|---|
| 2025-09-30 | $51M | 774k | 65.26 |
| 2025-06-30 | $48M | 781k | 62.02 |
| 2025-03-31 | $46M | 789k | 58.35 |
| 2024-12-31 | $52M | 834k | 62.31 |
| 2024-09-30 | $65M | 1.0M | 62.32 |
| 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
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