iShares S&P MidCap 400 Value Index shares owned by Dumont & Blake Investment Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Dumont & Blake Investment Advisors
from 13F filings
Historical chart of Dumont & Blake Investment 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 Dumont & Blake Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 18k | 129.72 |
| 2025-06-30 | $2.3M | 18k | 123.58 |
| 2025-03-31 | $2.2M | 19k | 119.73 |
| 2024-12-31 | $2.3M | 19k | 124.96 |
| 2024-06-30 | $4.2M | 37k | 113.46 |
| 2024-03-31 | $2.1M | 18k | 118.29 |
| 2023-12-31 | $2.0M | 18k | 114.03 |
| 2023-09-30 | $1.8M | 18k | 100.91 |
| 2023-06-30 | $1.9M | 18k | 107.16 |
| 2023-03-31 | $1.8M | 17k | 102.78 |
| 2022-12-31 | $1.8M | 18k | 100.82 |
| 2022-09-30 | $1.6M | 18k | 90.00 |
| 2022-06-30 | $1.7M | 18k | 94.42 |
| 2022-03-31 | $2.0M | 18k | 109.66 |
| 2021-12-31 | $2.0M | 18k | 110.68 |
| 2021-09-30 | $1.8M | 18k | 103.04 |
| 2021-06-30 | $1.8M | 18k | 105.36 |
| 2021-03-31 | $1.8M | 17k | 101.93 |
| 2020-12-31 | $1.4M | 17k | 86.28 |
| 2020-09-30 | $1.1M | 8.4k | 134.92 |
| 2020-06-30 | $1.1M | 7.9k | 132.89 |
| 2020-03-31 | $2.7M | 25k | 109.77 |
| 2019-12-31 | $4.4M | 26k | 170.74 |
| 2019-09-30 | $4.0M | 25k | 159.89 |
| 2019-06-30 | $3.7M | 24k | 159.48 |
| 2019-03-31 | $3.6M | 23k | 156.97 |
| 2018-12-31 | $3.2M | 23k | 138.33 |
| 2018-09-30 | $4.4M | 26k | 167.34 |
| 2018-06-30 | $4.0M | 25k | 162.05 |
| 2018-03-31 | $1.3M | 8.6k | 154.46 |
| 2017-12-31 | $1.4M | 8.4k | 160.15 |
| 2017-09-30 | $1.3M | 8.4k | 152.75 |
| 2017-06-30 | $1.2M | 8.4k | 148.55 |
| 2017-03-31 | $1.2M | 8.4k | 148.46 |
| 2016-12-31 | $1.2M | 8.4k | 145.25 |
| 2016-09-30 | $1.1M | 8.2k | 133.03 |
| 2016-06-30 | $991k | 8.0k | 124.09 |
| 2016-03-31 | $991k | 8.0k | 124.09 |
| 2015-12-31 | $948k | 8.1k | 117.15 |
| 2015-09-30 | $885k | 7.7k | 115.28 |
| 2015-06-30 | $1.0M | 7.9k | 129.01 |
| 2015-03-31 | $1.9M | 14k | 130.92 |
| 2014-12-31 | $1.7M | 14k | 127.86 |
| 2014-09-30 | $1.6M | 13k | 120.30 |
| 2014-06-30 | $1.7M | 13k | 126.88 |
| 2014-03-31 | $1.5M | 13k | 120.45 |
| 2013-12-31 | $1.3M | 12k | 116.25 |
| 2013-09-30 | $1.5M | 14k | 108.04 |
| 2013-06-30 | $1.4M | 14k | 101.29 |
| 2013-03-31 | $1.3M | 13k | 100.86 |
| 2012-12-31 | $1.1M | 13k | 88.14 |
| 2012-09-30 | $1.1M | 13k | 85.01 |
| 2012-06-30 | $1.0M | 13k | 81.64 |
| 2012-03-31 | $937k | 11k | 85.38 |
| 2011-12-31 | $724k | 9.5k | 75.97 |
| 2011-09-30 | $599k | 9.1k | 66.01 |
| 2011-03-31 | $1.1M | 12k | 86.16 |
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