iShares S&P MidCap 400 Value Index shares owned by Family Firm
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Family Firm
from 13F filings
Historical chart of Family Firm 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 Family Firm
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $2.5M | 20k | 124.96 |
2024-09-30 | $2.5M | 20k | 123.62 |
2024-06-30 | $2.2M | 20k | 113.46 |
2024-03-31 | $2.3M | 20k | 118.29 |
2023-12-31 | $2.3M | 20k | 114.04 |
2023-09-30 | $2.1M | 20k | 100.93 |
2023-06-30 | $2.3M | 21k | 107.13 |
2023-03-31 | $2.1M | 21k | 102.77 |
2022-12-31 | $2.1M | 21k | 100.80 |
2022-09-30 | $2.4M | 22k | 110.67 |
2022-06-30 | $2.4M | 22k | 110.67 |
2022-03-31 | $2.4M | 22k | 110.67 |
2021-12-31 | $2.4M | 22k | 110.67 |
2021-09-30 | $2.6M | 24k | 108.80 |
2021-06-30 | $2.6M | 24k | 105.35 |
2021-03-31 | $2.5M | 25k | 101.92 |
2020-12-31 | $2.3M | 25k | 90.64 |
2020-09-30 | $1.7M | 13k | 134.88 |
2020-06-30 | $1.7M | 13k | 132.92 |
2020-03-31 | $1.4M | 13k | 109.74 |
2019-12-31 | $2.0M | 11k | 170.73 |
2019-09-30 | $1.8M | 11k | 159.94 |
2019-06-30 | $1.8M | 11k | 159.51 |
2019-03-31 | $1.6M | 10k | 156.96 |
2018-12-31 | $1.4M | 10k | 138.31 |
2018-09-30 | $1.7M | 10k | 167.36 |
2018-06-30 | $1.8M | 11k | 162.11 |
2018-03-31 | $1.6M | 11k | 154.51 |
2017-12-31 | $1.5M | 9.4k | 160.14 |
2017-09-30 | $1.5M | 9.7k | 152.74 |
2017-06-30 | $1.4M | 9.7k | 148.51 |
2017-03-31 | $1.3M | 9.0k | 148.49 |
2016-12-31 | $1.3M | 9.0k | 145.18 |
2016-09-30 | $1.2M | 8.9k | 132.97 |
2016-06-30 | $1.2M | 9.4k | 128.02 |
2016-03-31 | $1.2M | 9.4k | 123.99 |
2015-12-31 | $1.2M | 10k | 117.15 |
2015-09-30 | $1.2M | 10k | 115.90 |
2015-06-30 | $1.3M | 10k | 128.95 |
2015-03-31 | $1.4M | 11k | 130.90 |
2014-12-31 | $1.2M | 9.4k | 127.79 |
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