iShares S&P MidCap 400 Value Index shares owned by Sunbelt Securities
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities 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 Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $849k | 7.2k | 118.29 |
| 2023-12-31 | $884k | 7.8k | 114.04 |
| 2023-09-30 | $863k | 8.6k | 100.93 |
| 2023-06-30 | $900k | 8.4k | 107.13 |
| 2023-03-31 | $782k | 7.7k | 100.95 |
| 2022-12-31 | $214k | 2.1k | 100.80 |
| 2022-03-31 | $235k | 2.1k | 110.95 |
| 2021-12-31 | $228k | 2.1k | 107.65 |
| 2021-09-30 | $278k | 2.7k | 102.28 |
| 2021-06-30 | $278k | 2.7k | 102.28 |
| 2021-03-31 | $318k | 3.1k | 101.99 |
| 2020-12-31 | $269k | 3.1k | 86.27 |
| 2020-09-30 | $269k | 2.0k | 134.97 |
| 2020-06-30 | $273k | 2.1k | 132.98 |
| 2020-03-31 | $225k | 2.1k | 109.60 |
| 2019-12-31 | $104k | 2.4k | 42.68 |
| 2019-09-30 | $264k | 1.7k | 160.00 |
| 2019-06-30 | $202k | 1.3k | 159.81 |
| 2018-12-31 | $611k | 3.6k | 167.44 |
| 2018-09-30 | $611k | 3.6k | 167.44 |
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