iShares S&P MidCap 400 Value Index shares owned by Centerpoint Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Centerpoint Advisors
from 13F filings
Historical chart of Centerpoint Advisors 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 Centerpoint Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.4M | 39k | 114.04 |
| 2023-09-30 | $4.0M | 39k | 100.92 |
| 2023-06-30 | $4.3M | 41k | 107.13 |
| 2023-03-31 | $4.2M | 41k | 102.76 |
| 2022-12-31 | $4.3M | 43k | 100.80 |
| 2022-09-30 | $4.1M | 46k | 89.99 |
| 2022-06-30 | $4.3M | 46k | 94.42 |
| 2022-03-31 | $5.1M | 47k | 109.63 |
| 2021-12-31 | $5.3M | 48k | 110.67 |
| 2021-09-30 | $5.0M | 49k | 103.03 |
| 2021-06-30 | $5.2M | 49k | 105.33 |
| 2021-03-31 | $5.1M | 50k | 101.92 |
| 2020-12-31 | $4.3M | 50k | 86.29 |
| 2020-09-30 | $3.4M | 25k | 134.87 |
| 2020-06-30 | $5.0M | 37k | 132.95 |
| 2020-03-31 | $6.0M | 55k | 109.74 |
| 2019-12-31 | $8.6M | 50k | 170.72 |
| 2019-09-30 | $7.9M | 50k | 159.89 |
| 2019-06-30 | $7.6M | 48k | 159.48 |
| 2019-03-31 | $4.6M | 30k | 156.97 |
| 2018-12-31 | $8.8M | 63k | 138.34 |
| 2018-09-30 | $16M | 95k | 167.34 |
| 2018-06-30 | $21M | 130k | 162.03 |
| 2018-03-31 | $14M | 91k | 154.50 |
| 2017-12-31 | $15M | 93k | 160.11 |
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