iShares S&P MidCap 400 Value Index shares owned by Family Wealth Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Family Wealth Group
from 13F filings
Historical chart of Family Wealth Group 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 Family Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Family Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $415k | 3.2k | 129.70 |
| 2025-06-30 | $392k | 3.2k | 123.58 |
| 2024-12-31 | $531k | 4.2k | 124.95 |
| 2024-09-30 | $577k | 4.7k | 123.62 |
| 2024-06-30 | $523k | 4.6k | 113.46 |
| 2024-03-31 | $544k | 4.6k | 118.28 |
| 2023-12-31 | $561k | 4.9k | 114.04 |
Top funds holding iShares S&P MidCap 400 Value Index
View all funds holding iShares S&P MidCap 400 Value Index