iShares S&P MidCap 400 Value Index shares owned by Caldwell Trust
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust 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 Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 15k | 129.72 |
| 2021-12-31 | $2.1M | 19k | 110.68 |
| 2021-09-30 | $1.9M | 19k | 103.04 |
| 2021-06-30 | $2.0M | 19k | 105.34 |
| 2021-03-31 | $1.9M | 19k | 101.93 |
| 2020-12-31 | $1.6M | 19k | 86.30 |
| 2020-09-30 | $1.3M | 9.4k | 134.86 |
| 2020-06-30 | $1.3M | 10k | 132.94 |
| 2020-03-31 | $1.1M | 10k | 109.75 |
| 2019-12-31 | $1.7M | 10k | 170.73 |
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