iShares S&P MidCap 400 Value Index shares owned by Abound Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Abound Wealth Management
from 13F filings
Historical chart of Abound 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 Abound Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $59k | 468 | 125.04 |
| 2024-09-30 | $58k | 468 | 123.63 |
| 2024-06-30 | $53k | 468 | 113.47 |
| 2024-03-31 | $55k | 468 | 118.30 |
| 2023-12-31 | $53k | 468 | 114.05 |
| 2023-09-30 | $63k | 621 | 100.94 |
| 2023-06-30 | $71k | 665 | 107.14 |
| 2023-03-31 | $68k | 665 | 102.78 |
| 2022-12-31 | $67k | 665 | 100.81 |
| 2022-09-30 | $60k | 665 | 90.00 |
| 2022-06-30 | $68k | 720 | 94.41 |
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