iShares S&P MidCap 400 Value Index shares owned by Asset Planning Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Asset Planning Services
from 13F filings
Historical chart of Asset Planning Services 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 Asset Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $373k | 3.4k | 110.81 |
| 2021-09-30 | $346k | 3.4k | 102.91 |
| 2021-06-30 | $354k | 3.4k | 105.39 |
| 2021-03-31 | $430k | 4.2k | 102.02 |
| 2020-12-31 | $363k | 4.2k | 86.22 |
| 2020-09-30 | $283k | 2.1k | 134.63 |
| 2020-06-30 | $279k | 2.1k | 133.05 |
| 2020-03-31 | $230k | 2.1k | 109.84 |
| 2019-12-31 | $373k | 2.2k | 168.25 |
| 2019-09-30 | $368k | 2.3k | 159.93 |
| 2019-06-30 | $370k | 2.3k | 159.41 |
| 2019-03-31 | $332k | 2.1k | 156.83 |
| 2018-12-31 | $321k | 2.3k | 138.48 |
| 2018-09-30 | $370k | 2.3k | 159.97 |
| 2018-06-30 | $374k | 2.3k | 162.19 |
| 2018-03-31 | $356k | 2.3k | 154.38 |
| 2017-12-31 | $369k | 2.3k | 160.30 |
| 2017-09-30 | $357k | 2.3k | 152.83 |
| 2017-06-30 | $346k | 2.3k | 148.75 |
| 2017-03-31 | $355k | 2.4k | 148.35 |
| 2016-12-31 | $301k | 2.1k | 145.41 |
| 2016-09-30 | $274k | 2.1k | 132.82 |
| 2016-06-30 | $263k | 2.1k | 127.98 |
| 2016-03-31 | $254k | 2.0k | 123.96 |
| 2015-12-31 | $239k | 2.0k | 116.98 |
| 2015-09-30 | $234k | 2.0k | 115.38 |
| 2015-06-30 | $262k | 2.0k | 129.19 |
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