iShares S&P MidCap 400 Index shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Sterling Financial Planning 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 Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.6M | 16k | 277.15 |
| 2023-09-30 | $4.2M | 17k | 249.35 |
| 2023-06-30 | $4.5M | 17k | 261.48 |
| 2023-03-31 | $4.5M | 18k | 250.16 |
| 2022-12-31 | $4.9M | 20k | 241.89 |
| 2022-09-30 | $4.5M | 21k | 219.25 |
| 2022-06-30 | $4.8M | 21k | 226.23 |
| 2022-03-31 | $5.8M | 22k | 268.32 |
| 2021-12-31 | $6.3M | 22k | 283.10 |
| 2021-09-30 | $6.2M | 23k | 263.07 |
| 2021-06-30 | $6.4M | 24k | 268.74 |
| 2021-03-31 | $6.6M | 25k | 260.28 |
| 2020-12-31 | $6.7M | 29k | 229.84 |
More positions owned by Sterling Financial Planning
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