iShares S&P MidCap 400 Value Index shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners 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 Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $127k | 1.0k | 123.57 |
| 2024-06-30 | $116k | 1.0k | 113.41 |
| 2024-03-31 | $121k | 1.0k | 118.27 |
| 2023-12-31 | $116k | 1.0k | 114.00 |
| 2023-09-30 | $101k | 1.0k | 100.94 |
| 2023-06-30 | $108k | 1.0k | 107.14 |
| 2023-03-31 | $103k | 1.0k | 102.74 |
| 2022-12-31 | $101k | 998 | 100.80 |
| 2022-06-30 | $115k | 1.2k | 94.57 |
| 2022-03-31 | $133k | 1.2k | 109.83 |
| 2021-12-31 | $148k | 1.3k | 110.78 |
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