iShares S&P MidCap 400 Value Index shares owned by Bellwether Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Bellwether Advisors
from 13F filings
Historical chart of Bellwether 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 Bellwether Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $287k | 2.2k | 129.73 |
| 2025-06-30 | $253k | 2.1k | 123.58 |
| 2025-03-31 | $229k | 1.9k | 119.27 |
| 2024-12-31 | $191k | 1.5k | 124.94 |
| 2023-03-31 | $101k | 985 | 102.77 |
| 2022-12-31 | $105k | 1.0k | 100.86 |
| 2022-09-30 | $97k | 1.1k | 89.24 |
| 2022-06-30 | $295k | 3.1k | 94.13 |
| 2022-03-31 | $373k | 3.4k | 109.45 |
| 2021-12-31 | $401k | 3.6k | 110.68 |
| 2021-09-30 | $378k | 3.6k | 104.33 |
| 2021-06-30 | $392k | 3.7k | 105.32 |
| 2021-03-31 | $372k | 3.7k | 101.78 |
| 2020-12-31 | $321k | 3.7k | 86.24 |
Top funds holding iShares S&P MidCap 400 Value Index
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