iShares S&P MidCap 400 Value Index shares owned by Albion Financial Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Albion Financial Group
from 13F filings
Historical chart of Albion Financial Group 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 Albion Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $101k | 775 | 129.72 |
| 2025-06-30 | $96k | 775 | 123.58 |
| 2025-03-31 | $93k | 775 | 119.73 |
| 2024-12-31 | $97k | 775 | 124.96 |
| 2024-09-30 | $96k | 775 | 123.62 |
| 2024-06-30 | $88k | 775 | 113.46 |
| 2024-03-31 | $107k | 900 | 118.29 |
| 2023-12-31 | $103k | 900 | 114.04 |
| 2023-09-30 | $91k | 900 | 100.93 |
| 2023-06-30 | $96k | 900 | 107.13 |
| 2023-03-31 | $93k | 900 | 102.77 |
| 2022-12-31 | $91k | 900 | 100.80 |
| 2022-09-30 | $81k | 900 | 90.00 |
| 2022-06-30 | $85k | 900 | 94.44 |
| 2022-03-31 | $99k | 900 | 110.00 |
| 2021-12-31 | $100k | 900 | 111.11 |
| 2021-09-30 | $103k | 1.0k | 103.00 |
| 2021-06-30 | $105k | 1.0k | 105.00 |
| 2020-12-31 | $86k | 1.0k | 86.00 |
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