iShares S&P MidCap 400 Value Index shares owned by Crestwood Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors 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 Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $620k | 4.8k | 129.72 |
| 2025-06-30 | $672k | 5.4k | 123.58 |
| 2025-03-31 | $559k | 4.7k | 119.73 |
| 2024-12-31 | $425k | 3.4k | 124.97 |
| 2024-09-30 | $515k | 4.2k | 123.62 |
| 2024-06-30 | $533k | 4.7k | 113.46 |
| 2024-03-31 | $444k | 3.7k | 118.29 |
| 2023-12-31 | $396k | 3.5k | 114.05 |
| 2023-09-30 | $329k | 3.3k | 100.93 |
Top funds holding iShares S&P MidCap 400 Value Index
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