iShares S&P MidCap 400 Value Index shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth 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 EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $5.0M | 34k | 147.73 |
| 2026-03-31 | $2.1M | 16k | 132.50 |
| 2025-12-31 | $1.7M | 13k | 131.59 |
| 2025-06-30 | $1.6M | 13k | 123.58 |
| 2025-03-31 | $1.5M | 13k | 119.73 |
| 2024-12-31 | $1.6M | 13k | 124.96 |
| 2024-09-30 | $825k | 6.7k | 123.63 |
| 2024-06-30 | $741k | 6.5k | 113.47 |
| 2024-03-31 | $760k | 6.4k | 118.28 |
| 2023-12-31 | $849k | 7.4k | 114.04 |
| 2023-09-30 | $660k | 6.5k | 100.92 |
| 2023-06-30 | $712k | 4.0k | 176.74 |
| 2023-03-31 | $19M | 76k | 250.16 |
| 2022-12-31 | $559k | 5.5k | 100.80 |
| 2022-06-30 | $520k | 5.5k | 94.43 |
| 2022-03-31 | $713k | 6.5k | 109.66 |
| 2021-12-31 | $686k | 6.2k | 110.68 |
Top funds holding iShares S&P MidCap 400 Value Index
View all funds holding iShares S&P MidCap 400 Value Index