iShares S&P MidCap 400 Value Index shares owned by Aspiriant
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Aspiriant
from 13F filings
Historical chart of Aspiriant 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 Aspiriant
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $516k | 4.0k | 129.72 |
| 2025-06-30 | $515k | 4.2k | 123.58 |
| 2025-03-31 | $549k | 4.6k | 119.73 |
| 2024-12-31 | $583k | 4.7k | 124.96 |
| 2024-09-30 | $577k | 4.7k | 123.62 |
| 2024-06-30 | $586k | 5.2k | 113.46 |
| 2024-03-31 | $611k | 5.2k | 118.29 |
| 2023-12-31 | $589k | 5.2k | 114.04 |
| 2023-09-30 | $521k | 5.2k | 100.93 |
| 2023-06-30 | $564k | 5.3k | 107.13 |
| 2023-03-31 | $511k | 5.0k | 102.77 |
| 2022-12-31 | $502k | 5.0k | 100.80 |
| 2022-09-30 | $449k | 5.0k | 90.23 |
| 2022-06-30 | $469k | 5.0k | 94.25 |
| 2022-03-31 | $551k | 5.0k | 109.72 |
| 2021-12-31 | $396k | 3.6k | 110.55 |
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