iShares S&P MidCap 400 Value Index shares owned by CoreCap Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by CoreCap Advisors
from 13F filings
Historical chart of CoreCap Advisors 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 CoreCap Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by CoreCap Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $185k | 1.4k | 131.59 |
| 2025-09-30 | $201k | 1.5k | 129.72 |
| 2025-06-30 | $210k | 1.7k | 123.58 |
| 2025-03-31 | $1.9M | 16k | 119.73 |
| 2024-12-31 | $124k | 989 | 124.96 |
| 2024-09-30 | $233k | 1.9k | 123.62 |
| 2024-03-31 | $275k | 2.3k | 118.29 |
| 2023-12-31 | $271k | 2.4k | 114.04 |
| 2023-09-30 | $239k | 2.4k | 100.93 |
| 2023-06-30 | $363k | 3.4k | 107.14 |
| 2022-12-31 | $1.1M | 11k | 100.80 |
| 2022-09-30 | $389k | 4.3k | 89.92 |
| 2022-06-30 | $1.3M | 13k | 94.40 |
| 2022-03-31 | $1.4M | 13k | 109.68 |
| 2021-12-31 | $1.2M | 11k | 110.71 |
Top funds holding iShares S&P MidCap 400 Value Index
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