iShares S&P MidCap 400 Value Index shares owned by IFP Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors 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 IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.1M | 54k | 114.04 |
| 2023-09-30 | $289k | 2.9k | 100.95 |
| 2023-06-30 | $463k | 4.3k | 107.13 |
| 2023-03-31 | $765k | 6.0k | 126.87 |
| 2022-12-31 | $983k | 7.7k | 128.09 |
| 2022-09-30 | $1.2M | 9.1k | 127.77 |
| 2022-06-30 | $1.1M | 8.5k | 127.59 |
| 2022-03-31 | $1.1M | 8.5k | 127.59 |
| 2021-12-31 | $6.6M | 59k | 110.93 |
| 2021-09-30 | $7.5M | 73k | 103.71 |
| 2021-06-30 | $11M | 107k | 105.20 |
| 2021-03-31 | $7.4M | 73k | 102.02 |
| 2020-12-31 | $1.1M | 13k | 86.35 |
| 2020-09-30 | $951k | 7.1k | 134.11 |
| 2020-06-30 | $844k | 6.4k | 131.18 |
| 2020-03-31 | $591k | 5.2k | 113.70 |
| 2019-12-31 | $949k | 5.5k | 171.39 |
| 2019-09-30 | $816k | 5.1k | 158.54 |
| 2019-03-31 | $142k | 909 | 156.22 |
| 2018-12-31 | $1.3M | 9.2k | 137.00 |
| 2018-09-30 | $4.0M | 24k | 167.32 |
| 2018-06-30 | $4.6M | 29k | 162.02 |
| 2018-03-31 | $4.3M | 27k | 160.12 |
| 2017-12-31 | $4.3M | 27k | 160.12 |
| 2017-09-30 | $4.4M | 29k | 152.71 |
| 2017-06-30 | $4.2M | 29k | 148.54 |
| 2017-03-31 | $6.3M | 42k | 148.44 |
| 2016-12-31 | $4.5M | 31k | 145.20 |
| 2016-09-30 | $2.7M | 21k | 133.00 |
| 2016-06-30 | $2.7M | 21k | 128.05 |
| 2016-03-31 | $2.4M | 19k | 124.06 |
| 2015-12-31 | $2.4M | 21k | 117.22 |
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