iShares S&P MidCap 400 Value Index shares owned by Fidelis Capital Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Fidelis Capital Partners
from 13F filings
Historical chart of Fidelis Capital Partners 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 Fidelis Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $272k | 2.1k | 129.72 |
| 2025-06-30 | $275k | 2.2k | 123.61 |
| 2025-03-31 | $254k | 2.2k | 114.08 |
| 2024-12-31 | $253k | 2.0k | 127.87 |
| 2024-09-30 | $255k | 2.1k | 124.25 |
| 2024-06-30 | $234k | 2.1k | 113.74 |
| 2024-03-31 | $229k | 1.9k | 118.29 |
| 2023-12-31 | $226k | 2.0k | 114.04 |
| 2023-09-30 | $464k | 4.6k | 100.93 |
| 2023-06-30 | $529k | 4.9k | 107.13 |
| 2023-03-31 | $494k | 4.9k | 100.13 |
| 2022-12-31 | $433k | 4.1k | 104.35 |
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