iShares S&P MidCap 400 Index shares owned by Planning Directions
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Planning Directions
from 13F filings
Historical chart of Planning Directions 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 Directions 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 Directions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $316k | 5.4k | 58.52 |
| 2024-03-31 | $370k | 6.1k | 60.74 |
| 2023-12-31 | $317k | 1.1k | 277.12 |
| 2023-09-30 | $315k | 1.3k | 249.80 |
| 2023-06-30 | $332k | 1.3k | 261.62 |
| 2023-03-31 | $317k | 1.3k | 250.59 |
| 2022-12-31 | $310k | 1.3k | 241.62 |
| 2022-09-30 | $283k | 1.3k | 219.55 |
| 2022-06-30 | $254k | 1.1k | 225.98 |
| 2022-03-31 | $299k | 1.1k | 268.40 |
| 2021-12-31 | $314k | 1.1k | 282.88 |
| 2021-09-30 | $274k | 1.0k | 262.70 |
| 2021-06-30 | $274k | 1.0k | 269.16 |
| 2021-03-31 | $272k | 1.0k | 260.29 |
| 2020-12-31 | $256k | 1.1k | 230.22 |
| 2020-09-30 | $214k | 1.2k | 184.96 |
| 2020-06-30 | $220k | 1.2k | 177.56 |
| 2019-12-31 | $278k | 1.4k | 205.93 |
| 2019-09-30 | $285k | 1.5k | 193.09 |
| 2019-06-30 | $285k | 1.5k | 193.88 |
| 2019-03-31 | $281k | 1.5k | 189.35 |
| 2018-09-30 | $237k | 1.2k | 201.70 |