iShares S&P MidCap 400 Value Index shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management 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 Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $824k | 6.6k | 124.96 |
| 2024-09-30 | $861k | 7.0k | 123.62 |
| 2024-06-30 | $845k | 7.4k | 113.46 |
| 2024-03-31 | $1.0M | 8.7k | 118.29 |
| 2023-12-31 | $1.3M | 12k | 114.04 |
| 2023-09-30 | $1.3M | 13k | 100.93 |
| 2023-06-30 | $1.2M | 11k | 107.13 |
| 2023-03-31 | $612k | 6.0k | 102.77 |
| 2022-12-31 | $664k | 6.6k | 100.80 |
| 2022-09-30 | $593k | 6.6k | 90.01 |
| 2022-06-30 | $680k | 7.2k | 94.43 |
| 2022-03-31 | $749k | 6.8k | 109.63 |
| 2021-12-31 | $794k | 7.2k | 110.68 |
| 2021-09-30 | $739k | 7.2k | 103.04 |
| 2021-06-30 | $719k | 6.8k | 105.32 |
| 2020-09-30 | $460k | 3.4k | 134.82 |
| 2020-03-31 | $580k | 5.3k | 109.74 |
| 2019-12-31 | $1.1M | 6.2k | 170.78 |
| 2019-09-30 | $1.1M | 6.9k | 159.85 |
| 2019-06-30 | $1.1M | 6.7k | 159.42 |
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