iShares S&P MidCap 400 Value Index shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management 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 Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 17k | 119.31 |
| 2023-12-31 | $2.0M | 17k | 114.04 |
| 2023-09-30 | $1.6M | 16k | 100.93 |
| 2023-06-30 | $1.7M | 16k | 107.13 |
| 2023-03-31 | $1.5M | 15k | 102.77 |
| 2022-12-31 | $1.5M | 15k | 100.80 |
| 2022-09-30 | $1.3M | 15k | 89.98 |
| 2022-06-30 | $1.4M | 15k | 94.42 |
| 2022-03-31 | $1.5M | 14k | 109.66 |
| 2021-12-31 | $1.4M | 13k | 110.67 |
| 2021-09-30 | $1.3M | 13k | 102.99 |
| 2021-06-30 | $1.3M | 13k | 104.14 |
| 2021-03-31 | $1.4M | 14k | 101.88 |
| 2020-12-31 | $1.2M | 14k | 86.32 |
| 2020-09-30 | $958k | 7.1k | 134.85 |
| 2020-06-30 | $958k | 7.2k | 133.00 |
| 2020-03-31 | $815k | 7.4k | 109.76 |
| 2019-12-31 | $1.2M | 7.2k | 170.80 |
| 2019-09-30 | $893k | 5.6k | 159.98 |
| 2019-06-30 | $861k | 5.4k | 159.56 |
| 2019-03-31 | $840k | 5.4k | 156.95 |
| 2018-12-31 | $188k | 5.4k | 34.69 |
| 2018-09-30 | $292k | 1.7k | 167.31 |
| 2018-06-30 | $246k | 1.5k | 161.52 |
| 2017-12-31 | $170k | 1.1k | 160.36 |
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