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iShares S&P MidCap 400 Value Index shares owned by Alexis Investment Partners

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Alexis Investment Partners from 13F filings

Historical chart of Alexis Investment Partners investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Alexis Investment Partners 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 Alexis Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $654k 5.0k 129.72
2025-06-30 $629k 5.1k 123.58
2025-03-31 $774k 6.5k 119.73
2024-12-31 $891k 7.1k 124.96