iShares S&P MidCap 400 Value Index shares owned by Adviser Investments
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments 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 Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 20k | 129.72 |
| 2025-06-30 | $2.5M | 20k | 123.58 |
| 2025-03-31 | $2.4M | 20k | 119.73 |
| 2024-12-31 | $263k | 2.1k | 124.94 |
| 2024-09-30 | $265k | 2.1k | 123.62 |
| 2024-06-30 | $236k | 2.1k | 113.46 |
| 2024-03-31 | $246k | 2.1k | 118.29 |
| 2023-12-31 | $242k | 2.1k | 114.04 |
| 2023-09-30 | $235k | 2.3k | 100.92 |
| 2023-06-30 | $250k | 2.3k | 107.12 |
| 2018-06-30 | $178k | 1.1k | 162.26 |
| 2018-03-31 | $131k | 850 | 154.12 |
Top funds holding iShares S&P MidCap 400 Value Index
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