iShares S&P MidCap 400 Value Index shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE 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 AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.2M | 20k | 112.27 |
| 2023-09-30 | $2.5M | 25k | 100.93 |
| 2023-06-30 | $5.0M | 46k | 107.13 |
| 2023-03-31 | $7.5M | 73k | 102.77 |
| 2022-12-31 | $8.5M | 85k | 100.80 |
| 2022-09-30 | $7.6M | 84k | 90.00 |
| 2022-06-30 | $3.9M | 42k | 94.42 |
| 2022-03-31 | $4.3M | 39k | 109.64 |
| 2021-12-31 | $11M | 99k | 110.68 |
| 2021-09-30 | $5.2M | 51k | 103.04 |
| 2021-06-30 | $14M | 135k | 105.34 |
| 2021-03-31 | $14M | 136k | 101.93 |
| 2020-12-31 | $3.6M | 42k | 86.29 |
| 2020-09-30 | $2.0M | 15k | 134.86 |
| 2020-06-30 | $2.3M | 17k | 132.93 |
| 2020-03-31 | $1.4M | 13k | 109.78 |
| 2019-12-31 | $2.2M | 13k | 170.75 |
| 2019-09-30 | $2.0M | 13k | 159.87 |
| 2019-06-30 | $2.1M | 13k | 159.47 |
| 2018-12-31 | $201k | 1.5k | 138.33 |
| 2018-09-30 | $337k | 2.0k | 167.25 |
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