iShares S&P MidCap 400 Value Index shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 99k | 129.72 |
| 2025-06-30 | $12M | 100k | 123.58 |
| 2025-03-31 | $11M | 90k | 119.73 |
| 2024-12-31 | $11M | 87k | 124.96 |
| 2024-09-30 | $11M | 86k | 123.62 |
| 2024-06-30 | $9.9M | 87k | 113.46 |
| 2024-03-31 | $10M | 88k | 118.29 |
| 2023-12-31 | $10M | 88k | 114.04 |
| 2023-09-30 | $7.0M | 69k | 100.93 |
| 2023-06-30 | $7.6M | 71k | 107.13 |
| 2023-03-31 | $7.6M | 74k | 102.77 |
| 2022-12-31 | $9.5M | 95k | 100.80 |
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