iShares S&P MidCap 400 Value Index shares owned by Appleton Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $221k | 1.9k | 114.09 |
| 2023-09-30 | $203k | 2.0k | 100.89 |
| 2023-06-30 | $215k | 2.0k | 106.86 |
| 2023-03-31 | $207k | 2.0k | 102.88 |
| 2022-12-31 | $203k | 2.0k | 100.89 |
| 2021-12-31 | $201k | 1.8k | 110.44 |
| 2021-03-31 | $267k | 2.6k | 101.91 |
| 2020-12-31 | $226k | 2.6k | 86.26 |
| 2020-06-30 | $204k | 1.5k | 132.90 |
| 2020-03-31 | $230k | 2.1k | 109.52 |
| 2019-12-31 | $361k | 2.1k | 170.69 |
| 2019-09-30 | $342k | 2.1k | 159.81 |
| 2019-06-30 | $341k | 2.1k | 159.35 |
| 2019-03-31 | $336k | 2.1k | 157.01 |
| 2018-12-31 | $308k | 2.2k | 138.43 |
| 2018-09-30 | $374k | 2.2k | 167.34 |
| 2018-06-30 | $375k | 2.3k | 161.85 |
| 2018-03-31 | $358k | 2.3k | 154.51 |
| 2017-12-31 | $570k | 3.6k | 160.02 |
| 2017-09-30 | $547k | 3.6k | 152.71 |
| 2017-06-30 | $543k | 3.7k | 148.48 |
| 2017-03-31 | $543k | 3.7k | 148.48 |
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