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iShares S&P MidCap 400 Value Index shares owned by Brightwater Advisory

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Brightwater Advisory from 13F filings

Historical chart of Brightwater Advisory investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Brightwater Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Brightwater Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 34k 123.62
2024-06-30 $3.9M 34k 113.46
2024-03-31 $4.1M 34k 118.29
2023-12-31 $3.9M 35k 114.04