iShares S&P MidCap 400 Value Index shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in iShares S&P MidCap 400 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Value Index held by Confluence Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $1.5M | 9.2k | 159.91 |
| 2019-12-31 | $1.5M | 9.2k | 159.91 |
| 2019-09-30 | $1.5M | 9.2k | 159.91 |
| 2019-06-30 | $1.4M | 9.0k | 159.47 |
| 2019-03-31 | $1.4M | 9.0k | 156.93 |
| 2018-12-31 | $1.3M | 9.6k | 138.30 |
| 2018-09-30 | $1.6M | 9.6k | 167.38 |
| 2018-06-30 | $1.8M | 11k | 162.01 |
| 2018-03-31 | $1.9M | 12k | 154.53 |
| 2017-12-31 | $2.0M | 13k | 160.13 |
| 2017-09-30 | $2.0M | 13k | 152.71 |
| 2017-06-30 | $2.4M | 16k | 148.42 |
| 2017-03-31 | $2.4M | 16k | 148.42 |
| 2016-12-31 | $2.0M | 14k | 145.20 |
| 2016-09-30 | $1.8M | 14k | 133.01 |
| 2016-06-30 | $1.8M | 14k | 128.08 |
| 2016-03-31 | $1.8M | 14k | 124.05 |
| 2015-12-31 | $1.9M | 16k | 117.20 |
| 2015-09-30 | $1.9M | 17k | 115.33 |
| 2015-06-30 | $2.2M | 17k | 128.97 |
| 2015-03-31 | $2.3M | 18k | 130.93 |
| 2014-12-31 | $2.2M | 18k | 127.83 |
| 2014-09-30 | $2.4M | 20k | 120.30 |
| 2014-06-30 | $2.6M | 21k | 126.92 |
| 2014-03-31 | $3.1M | 25k | 120.44 |
More positions owned by Confluence Wealth Management
View all positions for Confluence Wealth Management
Top funds holding iShares S&P MidCap 400 Value Index
View all funds holding iShares S&P MidCap 400 Value Index