iShares S&P MidCap 400 Value Index shares owned by Center for Financial Planning
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning 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 Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $78k | 660 | 118.29 |
| 2023-12-31 | $75k | 660 | 114.04 |
| 2023-09-30 | $67k | 660 | 100.93 |
| 2023-06-30 | $71k | 660 | 107.13 |
| 2023-03-31 | $68k | 660 | 102.77 |
| 2022-12-31 | $67k | 660 | 100.80 |
| 2022-09-30 | $59k | 660 | 89.39 |
| 2022-06-30 | $62k | 660 | 93.94 |
| 2022-03-31 | $72k | 660 | 109.09 |
| 2021-12-31 | $73k | 660 | 110.61 |
| 2021-09-30 | $68k | 660 | 103.03 |
| 2021-06-30 | $70k | 660 | 106.06 |
| 2021-03-31 | $69k | 676 | 102.07 |
| 2020-12-31 | $57k | 660 | 86.36 |
| 2020-09-30 | $51k | 375 | 136.00 |
| 2020-06-30 | $50k | 375 | 133.33 |
| 2020-03-31 | $41k | 375 | 109.33 |
| 2019-12-31 | $64k | 375 | 170.67 |
More positions owned by Center for Financial Planning
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