iShares S&P MidCap 400 Value Index shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe 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 Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.8M | 29k | 131.59 |
| 2025-09-30 | $1.2M | 9.6k | 129.72 |
| 2025-06-30 | $995k | 8.1k | 123.58 |
| 2025-03-31 | $996k | 8.3k | 119.73 |
| 2024-12-31 | $1.1M | 8.5k | 124.96 |
| 2024-09-30 | $677k | 5.5k | 123.62 |
| 2024-06-30 | $735k | 6.5k | 113.46 |
| 2024-03-31 | $861k | 7.3k | 118.29 |
| 2023-12-31 | $782k | 6.9k | 114.05 |
| 2023-09-30 | $1.2M | 12k | 100.92 |
| 2023-06-30 | $556k | 5.2k | 107.12 |
| 2023-03-31 | $650k | 6.3k | 102.77 |
| 2022-12-31 | $539k | 5.4k | 100.80 |
| 2022-09-30 | $464k | 5.2k | 89.87 |
| 2022-06-30 | $504k | 5.3k | 94.54 |
| 2022-03-31 | $535k | 4.9k | 109.56 |
| 2019-12-31 | $218k | 1.3k | 172.06 |
Top funds holding iShares S&P MidCap 400 Value Index
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