iShares S&P MidCap 400 Value Index shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Value Index by Rockbridge Investment Management, LCC
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $545k | 4.8k | 114.04 |
2021-12-31 | $1.4M | 13k | 110.69 |
2021-09-30 | $1.3M | 13k | 103.02 |
2021-06-30 | $1.4M | 13k | 105.34 |
2021-03-31 | $1.1M | 11k | 101.90 |
2020-12-31 | $945k | 11k | 86.33 |
2020-09-30 | $738k | 5.5k | 134.84 |
2020-06-30 | $728k | 5.5k | 133.02 |
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