iShares S&P MidCap 400 Value Index shares owned by D.B. Root & Company
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by D.B. Root & Company
from 13F filings
Historical chart of D.B. Root & Company 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 D.B. Root & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.0M | 45k | 131.59 |
| 2025-09-30 | $524k | 4.0k | 129.72 |
| 2020-09-30 | $397k | 2.9k | 134.76 |
| 2020-06-30 | $359k | 2.7k | 132.82 |
| 2020-03-31 | $299k | 2.7k | 109.44 |
| 2019-12-31 | $577k | 3.4k | 170.46 |
| 2019-09-30 | $548k | 3.4k | 159.86 |
| 2019-06-30 | $562k | 3.5k | 159.48 |
| 2019-03-31 | $520k | 3.3k | 156.96 |
| 2018-12-31 | $442k | 3.2k | 138.34 |
| 2018-09-30 | $748k | 4.5k | 167.38 |
| 2018-06-30 | $704k | 4.3k | 161.95 |
| 2018-03-31 | $314k | 2.0k | 154.45 |
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