iShares S&P MidCap 400 Value Index shares owned by Consolidated Planning Corp
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Consolidated Planning Corp
from 13F filings
Historical chart of Consolidated Planning Corp investment in iShares S&P MidCap 400 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Value Index held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Value Index by Consolidated Planning Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $253k | 2.0k | 129.72 |
| 2025-06-30 | $232k | 1.9k | 123.58 |
| 2025-03-31 | $225k | 1.9k | 119.73 |
| 2024-12-31 | $235k | 1.9k | 124.96 |
| 2024-09-30 | $258k | 2.1k | 123.62 |
| 2024-06-30 | $237k | 2.1k | 113.46 |
| 2024-03-31 | $247k | 2.1k | 118.29 |
| 2023-12-31 | $238k | 2.1k | 114.04 |
| 2023-09-30 | $211k | 2.1k | 100.93 |
| 2023-06-30 | $224k | 2.1k | 107.13 |
| 2023-03-31 | $215k | 2.1k | 102.77 |
| 2022-12-31 | $211k | 2.1k | 100.80 |
| 2022-03-31 | $229k | 2.1k | 109.57 |
| 2021-12-31 | $231k | 2.1k | 110.53 |
| 2021-09-30 | $215k | 2.1k | 102.87 |
| 2021-06-30 | $220k | 2.1k | 105.26 |
| 2021-03-31 | $213k | 2.1k | 101.91 |
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