iShares S&P MidCap 400 Value Index shares owned by Charles Schwab Trust
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Charles Schwab Trust
from 13F filings
Historical chart of Charles Schwab 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 Charles Schwab Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $308k | 2.7k | 114.04 |
| 2023-09-30 | $273k | 2.7k | 100.93 |
| 2023-06-30 | $265k | 2.7k | 98.00 |
| 2023-03-31 | $278k | 2.7k | 102.77 |
| 2022-12-31 | $272k | 2.7k | 100.80 |
| 2022-09-30 | $243k | 2.7k | 90.00 |
| 2022-06-30 | $255k | 2.7k | 94.44 |
| 2022-03-31 | $296k | 2.7k | 109.63 |
| 2021-12-31 | $299k | 2.7k | 110.74 |
| 2021-09-30 | $278k | 2.7k | 102.96 |
| 2021-06-30 | $284k | 2.7k | 105.19 |
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