iShares S&P MidCap 400 Value Index shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.1M | 74k | 123.62 |
| 2024-06-30 | $9.0M | 80k | 113.44 |
| 2024-03-31 | $9.7M | 82k | 118.29 |
| 2023-12-31 | $8.6M | 75k | 114.03 |
| 2023-09-30 | $7.4M | 74k | 101.08 |
| 2023-06-30 | $7.1M | 67k | 107.13 |
| 2023-03-31 | $6.2M | 61k | 102.77 |
| 2022-12-31 | $7.7M | 76k | 100.80 |
| 2022-09-30 | $4.7M | 52k | 89.96 |
| 2022-06-30 | $9.3M | 99k | 94.43 |
| 2022-03-31 | $8.1M | 74k | 109.69 |
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