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
Download as csv Download as ExcelQuarterly 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 |
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