iShares S&P MidCap 400 Value Index shares owned by Clifford Swan Investment Counsel
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Clifford Swan Investment Counsel
from 13F filings
Historical chart of Clifford Swan Investment Counsel 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 Clifford Swan Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $543k | 4.6k | 118.29 |
| 2023-12-31 | $523k | 4.6k | 114.04 |
| 2023-09-30 | $463k | 4.6k | 100.93 |
| 2023-06-30 | $491k | 4.6k | 107.13 |
| 2023-03-31 | $471k | 4.6k | 102.77 |
| 2022-12-31 | $464k | 4.6k | 100.80 |
| 2022-09-30 | $414k | 4.6k | 89.94 |
| 2022-06-30 | $433k | 4.6k | 94.40 |
| 2022-03-31 | $232k | 2.1k | 109.43 |
| 2021-12-31 | $284k | 2.6k | 110.59 |
| 2021-09-30 | $333k | 3.0k | 109.97 |
| 2021-06-30 | $315k | 3.0k | 104.03 |
| 2021-03-31 | $309k | 3.0k | 102.05 |
| 2020-12-31 | $261k | 3.0k | 86.20 |
| 2020-09-30 | $204k | 1.5k | 134.74 |
| 2020-06-30 | $201k | 1.5k | 132.76 |
| 2019-12-31 | $258k | 1.5k | 170.41 |
| 2019-09-30 | $242k | 1.5k | 159.84 |
| 2019-06-30 | $241k | 1.5k | 159.18 |
| 2017-06-30 | $394k | 2.7k | 148.62 |
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