iShares S&P MidCap 400 Value Index shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors 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 Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $7.3M | 56k | 131.59 |
| 2025-09-30 | $1.8M | 14k | 129.72 |
| 2025-06-30 | $1.7M | 14k | 123.58 |
| 2025-03-31 | $740k | 6.2k | 119.67 |
| 2023-06-30 | $289k | 2.7k | 107.13 |
| 2023-03-31 | $288k | 2.8k | 102.76 |
| 2022-12-31 | $333k | 3.3k | 100.80 |
| 2022-09-30 | $1.2M | 14k | 90.02 |
| 2022-06-30 | $1.1M | 12k | 94.40 |
| 2022-03-31 | $272k | 2.5k | 109.46 |
| 2021-12-31 | $286k | 2.6k | 110.85 |
| 2021-09-30 | $212k | 2.1k | 102.71 |
| 2021-06-30 | $222k | 2.1k | 105.11 |
| 2021-03-31 | $228k | 2.2k | 101.79 |
| 2020-12-31 | $134k | 1.6k | 85.90 |
| 2020-09-30 | $15k | 101 | 145.67 |
| 2020-06-30 | $13k | 101 | 131.98 |
| 2020-03-31 | $53k | 484 | 109.69 |
| 2019-12-31 | $104k | 607 | 170.93 |
Top funds holding iShares S&P MidCap 400 Value Index
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