iShares S&P MidCap 400 Value Index shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth 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 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 14k | 114.04 |
| 2023-09-30 | $1.4M | 14k | 100.93 |
| 2023-06-30 | $1.5M | 14k | 107.13 |
| 2023-03-31 | $1.4M | 14k | 102.77 |
| 2022-12-31 | $1.4M | 14k | 100.80 |
| 2022-09-30 | $710k | 7.9k | 90.00 |
| 2022-06-30 | $763k | 8.1k | 94.38 |
| 2022-03-31 | $886k | 8.1k | 109.60 |
| 2021-12-31 | $889k | 8.0k | 110.64 |
| 2021-09-30 | $759k | 7.4k | 103.06 |
| 2021-06-30 | $776k | 7.4k | 105.36 |
| 2021-03-31 | $751k | 7.4k | 101.97 |
| 2020-12-31 | $636k | 7.4k | 86.35 |
| 2020-09-30 | $555k | 8.0k | 69.74 |
| 2020-06-30 | $650k | 4.9k | 132.84 |
| 2020-03-31 | $613k | 5.0k | 122.06 |
| 2019-12-31 | $1.0M | 5.9k | 170.74 |
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