iShares S&P MidCap 400 Index shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 75k | 65.26 |
| 2025-06-30 | $4.4M | 71k | 62.02 |
| 2025-03-31 | $4.1M | 70k | 58.35 |
| 2024-12-31 | $4.1M | 67k | 62.31 |
| 2024-09-30 | $304k | 4.9k | 62.32 |
| 2024-06-30 | $285k | 4.9k | 58.52 |
| 2024-03-31 | $299k | 4.9k | 60.74 |
| 2023-12-31 | $255k | 918 | 277.27 |
| 2023-09-30 | $345k | 1.4k | 249.32 |