iShares S&P MidCap 400 Value Index shares owned by BlueChip Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by BlueChip Wealth Advisors
from 13F filings
Historical chart of BlueChip Wealth 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 BlueChip Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $249k | 1.9k | 129.72 |
| 2025-06-30 | $347k | 2.8k | 123.58 |
| 2025-03-31 | $505k | 4.2k | 119.73 |
| 2024-12-31 | $1.4M | 12k | 125.00 |
| 2024-09-30 | $1.5M | 12k | 123.62 |
| 2024-06-30 | $1.4M | 12k | 113.46 |
| 2024-03-31 | $1.6M | 14k | 118.31 |
| 2023-12-31 | $3.0M | 27k | 114.04 |
More positions owned by BlueChip Wealth Advisors
Home Depot (HD)
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