iShares S&P MidCap 400 Value Index shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio Wealth Management 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 Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $260k | 2.0k | 129.71 |
| 2025-06-30 | $247k | 2.0k | 123.60 |
| 2025-03-31 | $248k | 2.1k | 119.74 |
| 2024-12-31 | $259k | 2.1k | 124.97 |
| 2024-09-30 | $256k | 2.1k | 123.61 |
| 2024-06-30 | $234k | 2.1k | 113.47 |
| 2024-03-31 | $244k | 2.1k | 118.29 |
| 2023-12-31 | $227k | 2.0k | 114.05 |
| 2023-09-30 | $201k | 2.0k | 100.90 |
| 2023-06-30 | $213k | 2.0k | 107.10 |
| 2023-03-31 | $204k | 2.0k | 102.79 |
| 2022-12-31 | $200k | 2.0k | 100.79 |
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