iShares S&P MidCap 400 Value Index shares owned by EPG Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by EPG Wealth Management
from 13F filings
Historical chart of EPG Wealth Management 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 EPG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $505k | 4.6k | 109.48 |
| 2023-09-30 | $420k | 4.2k | 100.93 |
| 2023-06-30 | $446k | 4.2k | 107.13 |
| 2023-03-31 | $467k | 4.5k | 102.77 |
| 2022-12-31 | $457k | 4.5k | 100.80 |
| 2022-09-30 | $450k | 5.0k | 90.00 |
| 2022-06-30 | $496k | 5.3k | 94.33 |
| 2022-03-31 | $580k | 5.3k | 109.68 |
| 2021-12-31 | $579k | 5.2k | 110.69 |
| 2021-09-30 | $537k | 5.2k | 102.99 |
| 2021-06-30 | $547k | 5.2k | 105.29 |
| 2021-03-31 | $528k | 5.2k | 101.85 |
| 2020-12-31 | $536k | 6.2k | 86.31 |
| 2020-09-30 | $443k | 3.3k | 134.86 |
| 2020-06-30 | $551k | 4.1k | 132.87 |
| 2020-03-31 | $1.1M | 10k | 109.79 |
| 2019-12-31 | $1.8M | 10k | 170.74 |
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