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iShares S&P MidCap 400 Value Index shares owned by Anchor Capital Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Anchor Capital Advisors from 13F filings

Historical chart of Anchor Capital Advisors 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 Anchor Capital Advisors 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 Anchor Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $717k 5.5k 129.71
2025-06-30 $220k 1.8k 123.56
2025-03-31 $447k 3.7k 119.72
2024-12-31 $1.9M 15k 124.96
2024-09-30 $299k 2.4k 123.62
2024-06-30 $289k 2.6k 113.48
2024-03-31 $211k 1.8k 118.32
2023-12-31 $1.1M 9.4k 114.04
2023-03-31 $246k 2.4k 102.77
2022-12-31 $901k 8.9k 100.80
2022-09-30 $610k 6.1k 100.51
2022-06-30 $204k 2.2k 94.31
2021-12-31 $4.2M 38k 110.67
2020-03-31 $1.1M 10k 109.77
2019-12-31 $226k 1.3k 171.08
2018-12-31 $8.1M 58k 138.35