iShares S&P MidCap 400 Value Index shares owned by Enzi Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Enzi Wealth
from 13F filings
Historical chart of Enzi Wealth 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 Enzi Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Value Index by Enzi Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 2.2k | 127.91 |
| 2025-06-30 | $275k | 2.2k | 127.50 |
| 2025-03-31 | $248k | 2.2k | 114.72 |
| 2024-12-31 | $281k | 2.2k | 129.87 |
| 2024-09-30 | $271k | 2.2k | 125.42 |
| 2023-03-31 | $253k | 2.5k | 102.18 |
| 2022-12-31 | $308k | 2.8k | 108.77 |
| 2022-09-30 | $295k | 2.8k | 104.24 |
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