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iShares S&P MidCap 400 Value Index shares owned by Cosner Financial Group

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Cosner Financial Group from 13F filings

Historical chart of Cosner Financial Group 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 Cosner Financial Group 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 Cosner Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $274k 3.5k 78.50
2025-06-30 $261k 2.1k 123.58
2025-03-31 $258k 2.2k 119.73
2024-12-31 $269k 2.2k 124.96
2024-09-30 $266k 2.2k 123.62
2024-03-31 $259k 2.2k 118.29
2023-12-31 $249k 2.2k 114.03
2023-09-30 $5.5M 55k 100.93
2023-06-30 $4.1M 39k 107.13