iShares S&P MidCap 400 Index shares owned by Retirement Planning Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 18k | 65.26 |
| 2025-06-30 | $939k | 15k | 62.02 |
| 2025-03-31 | $897k | 15k | 58.35 |
| 2024-12-31 | $965k | 16k | 62.31 |
| 2024-09-30 | $941k | 15k | 62.32 |
| 2024-06-30 | $1.0M | 17k | 58.52 |
| 2024-03-31 | $1.1M | 18k | 60.74 |
| 2023-12-31 | $1.0M | 3.7k | 277.15 |
| 2023-09-30 | $785k | 3.1k | 249.35 |
| 2023-06-30 | $813k | 3.1k | 261.48 |
| 2023-03-31 | $778k | 3.1k | 250.16 |
| 2022-12-31 | $752k | 3.1k | 241.89 |
| 2022-09-30 | $771k | 3.5k | 219.28 |
| 2022-06-30 | $795k | 3.5k | 226.11 |
| 2022-03-31 | $957k | 3.6k | 268.44 |
| 2021-12-31 | $1.1M | 3.8k | 283.10 |
| 2021-09-30 | $1.0M | 3.9k | 263.16 |
| 2021-06-30 | $1.1M | 3.9k | 268.62 |
| 2021-03-31 | $1.0M | 4.0k | 260.36 |
| 2020-12-31 | $1.3M | 5.8k | 229.87 |
| 2020-09-30 | $1.1M | 5.8k | 185.33 |
| 2020-06-30 | $1.0M | 5.9k | 177.85 |
| 2020-03-31 | $857k | 6.0k | 143.86 |
| 2019-12-31 | $1.3M | 6.5k | 205.86 |
| 2019-09-30 | $1.3M | 6.5k | 193.26 |
| 2019-06-30 | $1.4M | 7.2k | 194.22 |
| 2019-03-31 | $1.4M | 7.2k | 189.42 |
| 2018-12-31 | $1.3M | 7.6k | 166.12 |
| 2018-09-30 | $1.6M | 7.8k | 201.24 |
| 2018-06-30 | $1.6M | 8.2k | 194.77 |
| 2018-03-31 | $1.7M | 8.9k | 187.62 |
| 2017-12-31 | $1.8M | 9.2k | 189.79 |
| 2017-09-30 | $1.8M | 9.9k | 178.93 |
| 2017-06-30 | $1.8M | 10k | 173.94 |
| 2017-03-31 | $1.8M | 11k | 171.22 |
| 2016-12-31 | $1.8M | 11k | 165.38 |
| 2016-09-30 | $1.7M | 11k | 154.74 |
| 2016-06-30 | $1.6M | 11k | 149.35 |
| 2016-03-31 | $1.5M | 11k | 144.21 |
| 2015-12-31 | $1.5M | 11k | 139.33 |
| 2015-09-30 | $1.4M | 10k | 136.56 |
| 2015-06-30 | $1.6M | 11k | 150.01 |
| 2015-03-31 | $1.6M | 11k | 151.94 |
| 2014-12-31 | $1.8M | 12k | 144.82 |
| 2014-09-30 | $1.8M | 13k | 136.72 |
| 2014-06-30 | $2.8M | 20k | 143.09 |
| 2014-03-31 | $2.8M | 20k | 137.46 |
| 2013-12-31 | $2.8M | 21k | 133.82 |
| 2013-09-30 | $4.5M | 36k | 124.13 |
| 2013-06-30 | $4.1M | 36k | 115.51 |
| 2012-12-31 | $3.5M | 34k | 101.69 |
| 2012-09-30 | $3.2M | 33k | 97.94 |
| 2012-06-30 | $2.9M | 31k | 94.18 |
| 2012-03-31 | $2.8M | 28k | 99.21 |
| 2011-12-31 | $14M | 163k | 87.61 |
| 2010-12-31 | $16M | 167k | 95.31 |