iShares S&P MidCap 400 Value Index shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management 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 Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $427k | 3.2k | 131.59 |
| 2025-09-30 | $421k | 3.2k | 129.72 |
| 2025-06-30 | $401k | 3.2k | 123.58 |
| 2025-03-31 | $1.8M | 15k | 119.73 |
| 2024-12-31 | $399k | 3.2k | 122.83 |
| 2024-09-30 | $401k | 3.2k | 123.62 |
| 2024-06-30 | $368k | 3.2k | 113.46 |
| 2024-03-31 | $486k | 4.1k | 118.31 |
| 2023-09-30 | $462k | 4.6k | 100.93 |
| 2023-06-30 | $2.1M | 19k | 107.13 |
| 2023-03-31 | $1.8M | 18k | 102.77 |
| 2022-12-31 | $1.6M | 16k | 100.80 |
| 2022-09-30 | $1.3M | 14k | 89.95 |
| 2022-06-30 | $940k | 9.9k | 94.48 |
| 2022-03-31 | $1.1M | 10k | 109.72 |
| 2021-12-31 | $3.4M | 30k | 110.66 |
| 2021-09-30 | $2.3M | 22k | 103.03 |
| 2021-06-30 | $1.2M | 11k | 105.39 |
| 2021-03-31 | $1.6M | 16k | 101.89 |
| 2020-12-31 | $905k | 11k | 86.36 |
| 2020-09-30 | $364k | 3.3k | 109.70 |
| 2020-06-30 | $444k | 3.3k | 132.89 |
| 2020-03-31 | $364k | 3.3k | 109.70 |
| 2019-12-31 | $1.2M | 6.8k | 170.64 |
| 2019-09-30 | $563k | 3.5k | 159.99 |
| 2019-06-30 | $359k | 2.2k | 159.70 |
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