iShares S&P MidCap 400 Value Index shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting 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 Carolinas Wealth Consulting consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $285k | 2.4k | 119.74 |
| 2024-12-31 | $290k | 2.3k | 124.96 |
| 2024-09-30 | $287k | 2.3k | 123.62 |
| 2024-06-30 | $268k | 2.4k | 113.46 |
| 2024-03-31 | $147k | 1.2k | 118.29 |
| 2023-12-31 | $798 | 7 | 114.00 |
| 2021-06-30 | $1.0k | 8 | 125.00 |
| 2021-03-31 | $1.0k | 8 | 125.00 |
| 2020-12-31 | $1.0k | 8 | 125.00 |
| 2020-09-30 | $5.0k | 36 | 138.89 |
| 2020-06-30 | $5.0k | 36 | 138.89 |
More positions owned by Carolinas Wealth Consulting
View all positions for Carolinas Wealth Consulting
Top funds holding iShares S&P MidCap 400 Value Index
View all funds holding iShares S&P MidCap 400 Value Index