iShares S&P MidCap 400 Index shares owned by Planned Solutions
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions 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 Planned Solutions 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 Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $718k | 11k | 65.26 |
| 2025-06-30 | $680k | 11k | 62.02 |
| 2025-03-31 | $639k | 11k | 58.35 |
| 2024-12-31 | $681k | 11k | 62.31 |
| 2024-09-30 | $679k | 11k | 62.32 |
| 2024-06-30 | $636k | 11k | 58.52 |
| 2024-03-31 | $658k | 11k | 60.74 |
| 2023-12-31 | $600k | 2.2k | 277.15 |
| 2023-09-30 | $536k | 2.2k | 249.38 |
| 2023-06-30 | $562k | 2.2k | 261.51 |
| 2023-03-31 | $537k | 2.1k | 250.14 |
| 2022-12-31 | $518k | 2.1k | 241.90 |
| 2022-09-30 | $466k | 2.1k | 219.29 |
| 2022-06-30 | $481k | 2.1k | 226.35 |
| 2022-03-31 | $569k | 2.1k | 268.40 |
| 2021-12-31 | $734k | 2.6k | 283.18 |
| 2021-06-30 | $694k | 2.6k | 268.89 |
| 2021-03-31 | $505k | 1.9k | 260.18 |
| 2020-12-31 | $488k | 2.1k | 229.97 |
| 2020-09-30 | $396k | 2.1k | 185.31 |