iShares S&P MidCap 400 Index shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Phillips Wealth Planners 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 Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $453k | 6.9k | 65.88 |
| 2025-06-30 | $432k | 6.8k | 63.41 |
| 2025-03-31 | $364k | 6.7k | 54.37 |
| 2024-12-31 | $396k | 6.4k | 61.89 |
| 2024-09-30 | $406k | 6.4k | 63.81 |
| 2024-06-30 | $291k | 5.0k | 58.37 |
| 2024-03-31 | $281k | 4.9k | 57.01 |
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