iShares S&P MidCap 400 Value Index shares owned by Bogart Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth 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 Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $252k | 1.9k | 129.71 |
| 2025-06-30 | $240k | 1.9k | 123.57 |
| 2025-03-31 | $143k | 1.2k | 119.72 |
| 2024-12-31 | $149k | 1.2k | 124.94 |
| 2024-09-30 | $148k | 1.2k | 123.60 |
| 2024-06-30 | $132k | 1.2k | 113.45 |
| 2024-03-31 | $141k | 1.2k | 118.27 |
| 2023-12-31 | $133k | 1.2k | 114.02 |
| 2023-09-30 | $118k | 1.2k | 100.92 |
| 2023-06-30 | $125k | 1.2k | 107.12 |
| 2023-03-31 | $120k | 1.2k | 102.76 |
| 2022-12-31 | $14k | 141 | 100.69 |
| 2022-09-30 | $17k | 189 | 89.95 |
| 2022-06-30 | $13k | 141 | 92.20 |
| 2022-03-31 | $15k | 140 | 107.14 |
| 2021-12-31 | $16k | 146 | 109.59 |
| 2021-09-30 | $15k | 146 | 102.74 |
| 2021-06-30 | $21k | 195 | 107.69 |
| 2021-03-31 | $6.0k | 55 | 109.09 |
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