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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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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
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