iShares S&P MidCap 400 Value Index shares owned by Bragg Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Bragg Financial Advisors
from 13F filings
Historical chart of Bragg Financial 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 Bragg Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.4M | 22k | 113.46 |
| 2024-03-31 | $2.6M | 22k | 118.29 |
| 2023-09-30 | $2.4M | 24k | 100.93 |
| 2023-06-30 | $2.6M | 24k | 107.13 |
| 2023-03-31 | $2.5M | 24k | 102.77 |
| 2022-12-31 | $2.6M | 26k | 100.80 |
| 2022-09-30 | $2.3M | 25k | 90.00 |
| 2022-06-30 | $2.3M | 25k | 94.42 |
| 2022-03-31 | $2.7M | 25k | 109.65 |
| 2021-12-31 | $2.7M | 26k | 103.03 |
| 2021-09-30 | $2.7M | 26k | 103.03 |
| 2021-06-30 | $2.8M | 26k | 105.35 |
| 2021-03-31 | $2.8M | 27k | 101.92 |
| 2020-12-31 | $2.4M | 28k | 86.31 |
| 2020-09-30 | $1.9M | 14k | 134.89 |
| 2020-06-30 | $1.8M | 14k | 132.97 |
| 2020-03-31 | $545k | 5.0k | 109.68 |
| 2019-12-31 | $753k | 4.4k | 170.71 |
| 2019-09-30 | $737k | 4.6k | 159.90 |
| 2019-06-30 | $705k | 4.4k | 159.36 |
| 2019-03-31 | $692k | 4.4k | 156.95 |
| 2018-12-31 | $602k | 4.3k | 138.42 |
| 2018-09-30 | $649k | 3.9k | 167.31 |
| 2018-06-30 | $655k | 4.0k | 162.09 |
| 2018-03-31 | $629k | 4.1k | 154.62 |
| 2017-12-31 | $662k | 4.1k | 160.06 |
| 2017-09-30 | $706k | 4.6k | 152.75 |
| 2017-06-30 | $687k | 4.6k | 148.64 |
| 2017-03-31 | $686k | 4.6k | 148.42 |
| 2016-12-31 | $678k | 4.7k | 145.28 |
| 2016-09-30 | $630k | 4.7k | 133.00 |
| 2016-06-30 | $610k | 4.8k | 128.10 |
| 2016-03-31 | $613k | 4.9k | 123.96 |
| 2015-12-31 | $579k | 4.9k | 117.23 |
| 2015-09-30 | $571k | 4.9k | 115.42 |
| 2015-06-30 | $638k | 4.9k | 128.97 |
| 2015-03-31 | $663k | 5.1k | 130.87 |
| 2014-12-31 | $609k | 4.8k | 127.89 |
| 2014-09-30 | $573k | 4.8k | 120.33 |
| 2014-06-30 | $659k | 5.2k | 126.93 |
| 2014-03-31 | $649k | 5.4k | 120.36 |
| 2013-12-31 | $627k | 5.4k | 116.28 |
| 2013-09-30 | $631k | 5.8k | 108.07 |
| 2013-03-31 | $611k | 6.1k | 100.91 |
| 2012-12-31 | $537k | 6.1k | 88.11 |
| 2012-09-30 | $558k | 6.6k | 85.06 |
| 2012-06-30 | $541k | 6.6k | 81.66 |
| 2011-12-31 | $514k | 6.8k | 75.98 |
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