iShares S&P MidCap 400 Value Index shares owned by Allegheny Financial Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Allegheny Financial Group
from 13F filings
Historical chart of Allegheny 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 Allegheny Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 14k | 114.04 |
| 2023-09-30 | $1.3M | 13k | 100.93 |
| 2023-06-30 | $867k | 8.1k | 107.13 |
| 2023-03-31 | $1.1M | 11k | 102.77 |
| 2022-12-31 | $1.0M | 10k | 100.80 |
| 2022-09-30 | $876k | 9.7k | 89.95 |
| 2022-06-30 | $852k | 9.0k | 94.38 |
| 2022-03-31 | $506k | 4.6k | 109.55 |
| 2021-12-31 | $83k | 752 | 110.64 |
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