iShares S&P MidCap 400 Value Index shares owned by AlphaCore Capital
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by AlphaCore Capital
from 13F filings
Historical chart of AlphaCore Capital 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 AlphaCore Capital 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 AlphaCore Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $22M | 165k | 131.59 |
| 2025-09-30 | $401k | 3.1k | 129.72 |
| 2025-06-30 | $388k | 3.1k | 123.58 |
| 2025-03-31 | $381k | 3.2k | 119.73 |
| 2024-12-31 | $1.5M | 12k | 124.96 |
| 2024-09-30 | $135k | 1.1k | 123.62 |
| 2024-06-30 | $124k | 1.1k | 113.46 |
| 2024-03-31 | $129k | 1.1k | 118.29 |
| 2023-09-30 | $116k | 1.1k | 101.50 |
| 2023-06-30 | $122k | 1.1k | 107.13 |
| 2023-03-31 | $117k | 1.1k | 102.77 |
| 2022-12-31 | $52k | 511 | 100.80 |
| 2022-09-30 | $46k | 511 | 90.02 |
| 2022-06-30 | $48k | 511 | 93.93 |
| 2022-03-31 | $56k | 511 | 109.59 |
| 2021-12-31 | $66k | 600 | 110.00 |
| 2021-09-30 | $62k | 600 | 103.33 |
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