iShares S&P MidCap 400 Index shares owned by Plum Street Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Plum Street Advisors
from 13F filings
Historical chart of Plum Street Advisors 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 Plum Street Advisors 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 Plum Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $392k | 6.0k | 65.26 |
| 2025-06-30 | $372k | 6.0k | 62.02 |
| 2025-03-31 | $350k | 6.0k | 58.35 |
| 2024-12-31 | $373k | 6.0k | 62.31 |
| 2024-09-30 | $373k | 6.0k | 62.32 |
| 2024-06-30 | $351k | 6.0k | 58.52 |
| 2024-03-31 | $373k | 6.0k | 62.32 |
| 2023-12-31 | $332k | 1.2k | 277.15 |