iShares S&P MidCap 400 Value Index shares owned by Essex
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Essex
from 13F filings
Historical chart of Essex investment in iShares S&P MidCap 400 Value Index
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All positions including iShares S&P MidCap 400 Value Index held by Essex consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Essex
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 10k | 118.29 |
| 2023-12-31 | $1.2M | 10k | 114.04 |
| 2023-09-30 | $1.2M | 12k | 100.93 |
| 2023-06-30 | $1.7M | 16k | 107.13 |
| 2023-03-31 | $1.8M | 18k | 100.80 |
| 2022-12-31 | $1.8M | 18k | 100.80 |
| 2022-09-30 | $1.6M | 18k | 90.02 |
| 2022-06-30 | $1.7M | 18k | 94.42 |
| 2022-03-31 | $2.0M | 18k | 109.64 |
| 2021-12-31 | $2.1M | 19k | 110.70 |
| 2021-09-30 | $2.0M | 19k | 103.04 |
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