iShares S&P MidCap 400 Index shares owned by Planning Alternatives
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Planning Alternatives
from 13F filings
Historical chart of Planning Alternatives 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 Planning Alternatives 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 Planning Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $73M | 1.2M | 62.32 |
| 2024-06-30 | $69M | 1.2M | 58.52 |
| 2024-03-31 | $71M | 1.2M | 60.74 |
| 2023-12-31 | $65M | 233k | 277.15 |
| 2023-09-30 | $58M | 232k | 249.35 |
| 2023-06-30 | $61M | 234k | 261.48 |
| 2023-03-31 | $58M | 232k | 250.16 |
| 2022-12-31 | $56M | 231k | 241.89 |
| 2022-09-30 | $52M | 236k | 219.26 |
| 2022-06-30 | $52M | 230k | 226.23 |
| 2022-03-31 | $61M | 225k | 268.34 |
| 2021-12-31 | $63M | 221k | 283.08 |
| 2021-09-30 | $58M | 220k | 263.07 |
| 2021-06-30 | $58M | 216k | 268.73 |
| 2021-03-31 | $53M | 205k | 260.28 |
| 2020-12-31 | $48M | 207k | 229.83 |
| 2020-09-30 | $36M | 195k | 185.31 |
| 2020-06-30 | $25M | 138k | 177.82 |
| 2020-03-31 | $18M | 127k | 143.86 |
| 2019-12-31 | $24M | 117k | 205.82 |
| 2019-09-30 | $22M | 111k | 193.23 |
| 2019-06-30 | $22M | 113k | 194.26 |
| 2019-03-31 | $22M | 117k | 189.40 |
| 2018-12-31 | $21M | 124k | 166.06 |
| 2018-09-30 | $26M | 127k | 201.29 |
| 2018-06-30 | $25M | 127k | 194.78 |
| 2018-03-31 | $24M | 126k | 187.57 |
| 2017-12-31 | $23M | 121k | 189.78 |
| 2017-09-30 | $22M | 122k | 178.90 |
| 2017-06-30 | $21M | 123k | 173.95 |
| 2017-03-31 | $21M | 122k | 171.22 |
| 2016-12-31 | $20M | 121k | 165.34 |
| 2016-09-30 | $19M | 122k | 154.71 |
| 2016-06-30 | $19M | 124k | 149.39 |
| 2016-03-31 | $18M | 124k | 144.19 |
| 2015-12-31 | $17M | 119k | 139.32 |
| 2015-09-30 | $17M | 125k | 136.61 |
| 2015-06-30 | $31M | 209k | 149.98 |
| 2015-03-31 | $31M | 205k | 151.98 |
| 2014-12-31 | $29M | 199k | 144.80 |
| 2014-09-30 | $20M | 143k | 136.74 |
| 2014-06-30 | $19M | 131k | 143.08 |
| 2014-03-31 | $7.9M | 57k | 137.47 |
| 2013-12-31 | $5.9M | 44k | 133.82 |
| 2013-09-30 | $5.2M | 42k | 124.14 |
| 2013-06-30 | $4.8M | 41k | 115.50 |
| 2013-03-31 | $4.5M | 40k | 115.07 |