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iShares S&P MidCap 400 Value Index shares owned by Aft, Forsyth and Company

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Aft, Forsyth and Company from 13F filings

Historical chart of Aft, Forsyth and Company investment in iShares S&P MidCap 400 Value Index

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All positions including iShares S&P MidCap 400 Value Index held by Aft, Forsyth and Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Aft, Forsyth and Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 11k 129.72
2025-06-30 $1.3M 11k 123.58
2025-03-31 $1.3M 11k 119.73
2024-12-31 $1.3M 11k 124.96
2024-09-30 $1.4M 11k 123.62
2024-06-30 $1.2M 11k 113.46
2024-03-31 $1.3M 11k 118.29
2023-12-31 $1.3M 11k 114.04
2023-09-30 $1.1M 11k 100.93
2023-06-30 $1.2M 11k 107.13
2023-03-31 $1.1M 11k 102.77
2022-12-31 $1.1M 11k 100.80
2022-09-30 $1.0M 11k 90.04
2022-06-30 $1.1M 11k 94.43
2022-03-31 $1.4M 12k 109.68
2021-12-31 $1.4M 12k 110.68
2021-09-30 $1.3M 12k 103.07
2021-06-30 $1.3M 12k 105.33
2021-03-31 $1.3M 13k 101.90
2020-12-31 $1.1M 13k 86.31
2020-09-30 $854k 6.3k 134.87
2020-06-30 $889k 6.7k 132.94
2020-03-31 $734k 6.7k 109.75
2019-12-31 $1.2M 6.9k 170.74
2019-09-30 $1.1M 7.1k 159.83
2019-06-30 $1.1M 7.1k 159.41
2019-03-31 $1.1M 7.1k 157.00
2018-12-31 $1.0M 7.2k 138.36
2018-09-30 $1.2M 7.2k 167.38
2018-06-30 $1.2M 7.2k 161.99
2018-03-31 $1.1M 7.2k 154.53
2017-12-31 $1.2M 7.2k 160.06
2013-09-30 $872k 8.1k 108.00
2013-06-30 $818k 8.1k 101.31

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Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
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Raymond James Financial
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Ameriprise Financial
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Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
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View all funds holding iShares S&P MidCap 400 Value Index