iShares S&P MidCap 400 Index shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $962k | 15k | 65.24 |
| 2025-06-30 | $794k | 13k | 62.02 |
| 2025-03-31 | $558k | 9.6k | 58.35 |
| 2024-12-31 | $802k | 13k | 62.31 |
| 2024-09-30 | $823k | 13k | 62.32 |
| 2024-06-30 | $717k | 12k | 58.52 |
| 2024-03-31 | $801k | 13k | 60.74 |
| 2023-12-31 | $624k | 2.3k | 277.15 |
| 2023-09-30 | $441k | 1.8k | 249.35 |
| 2023-06-30 | $630k | 2.4k | 261.48 |
| 2023-03-31 | $909k | 3.6k | 250.16 |
| 2022-12-31 | $890k | 3.7k | 241.89 |
| 2022-09-30 | $811k | 3.7k | 219.31 |
| 2022-06-30 | $855k | 3.8k | 226.13 |
| 2022-03-31 | $1.0M | 3.8k | 268.31 |
| 2021-12-31 | $1.5M | 5.2k | 283.16 |
| 2021-09-30 | $1.3M | 4.9k | 263.11 |
| 2021-06-30 | $1.4M | 5.0k | 268.79 |
| 2021-03-31 | $1.3M | 5.0k | 260.33 |
| 2020-12-31 | $1.4M | 5.9k | 229.87 |
| 2020-09-30 | $995k | 5.4k | 185.36 |
| 2020-06-30 | $1.1M | 6.0k | 177.87 |
| 2020-03-31 | $952k | 6.6k | 143.89 |
| 2019-12-31 | $1.4M | 6.8k | 205.83 |
| 2019-09-30 | $3.1M | 16k | 193.22 |
| 2019-06-30 | $3.1M | 16k | 194.25 |
| 2019-03-31 | $3.0M | 16k | 189.38 |
| 2018-12-31 | $2.6M | 16k | 166.09 |
| 2018-09-30 | $3.0M | 15k | 201.26 |
| 2018-06-30 | $2.9M | 15k | 194.77 |
| 2018-03-31 | $2.8M | 15k | 187.58 |
| 2017-12-31 | $2.8M | 15k | 189.79 |
| 2017-09-30 | $2.7M | 15k | 178.90 |
| 2017-06-30 | $2.3M | 13k | 173.97 |
| 2017-03-31 | $2.3M | 13k | 171.19 |
| 2016-12-31 | $2.2M | 13k | 165.36 |
| 2016-09-30 | $2.1M | 13k | 154.74 |
| 2016-06-30 | $1.9M | 13k | 149.40 |
| 2016-03-31 | $1.7M | 12k | 144.21 |
| 2015-12-31 | $1.9M | 14k | 139.29 |
| 2015-09-30 | $1.8M | 13k | 136.65 |
| 2015-06-30 | $1.8M | 12k | 150.00 |
| 2015-03-31 | $1.8M | 12k | 152.00 |
| 2014-12-31 | $1.6M | 11k | 144.83 |
| 2014-09-30 | $1.5M | 11k | 136.76 |
| 2014-06-30 | $1.6M | 11k | 143.12 |
| 2014-03-31 | $1.5M | 11k | 137.50 |
| 2013-12-31 | $1.5M | 11k | 133.83 |
| 2013-09-30 | $1.7M | 13k | 124.15 |
| 2013-06-30 | $346k | 3.0k | 115.41 |
| 2012-03-31 | $40k | 400 | 100.00 |
| 2011-12-31 | $193k | 2.2k | 87.73 |
| 2011-09-30 | $148k | 1.9k | 77.89 |
| 2011-06-30 | $186k | 1.9k | 97.89 |
| 2011-03-31 | $237k | 2.4k | 98.75 |
More positions owned by Plante Moran Financial Advisors
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