iShares S&P MidCap 400 Value Index shares owned by Financial Advisory Service
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service 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 Financial Advisory Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 8.4k | 129.72 |
| 2025-06-30 | $1.1M | 8.8k | 123.58 |
| 2025-03-31 | $1.0M | 8.7k | 119.73 |
| 2024-12-31 | $1.2M | 9.8k | 124.96 |
| 2024-09-30 | $1.2M | 9.7k | 123.63 |
| 2024-06-30 | $1.1M | 9.7k | 113.46 |
| 2024-03-31 | $1.1M | 9.6k | 118.29 |
| 2023-12-31 | $1.1M | 9.4k | 114.04 |
| 2023-09-30 | $924k | 9.2k | 100.93 |
| 2023-06-30 | $1.0M | 9.4k | 107.13 |
| 2023-03-31 | $1.0M | 9.9k | 102.77 |
| 2022-12-31 | $998k | 9.9k | 100.80 |
| 2022-09-30 | $866k | 9.6k | 90.05 |
| 2022-06-30 | $906k | 9.6k | 94.38 |
| 2022-03-31 | $1.0M | 9.6k | 109.60 |
| 2021-12-31 | $1.1M | 9.7k | 110.63 |
| 2021-09-30 | $1.0M | 9.9k | 102.99 |
| 2021-06-30 | $1.0M | 9.9k | 105.39 |
| 2021-03-31 | $951k | 9.3k | 101.96 |
| 2020-12-31 | $692k | 8.0k | 86.24 |
| 2020-09-30 | $580k | 4.3k | 134.88 |
| 2020-06-30 | $569k | 4.3k | 132.94 |
| 2020-03-31 | $290k | 2.6k | 109.68 |
| 2019-12-31 | $250k | 1.5k | 170.53 |
| 2019-09-30 | $233k | 1.5k | 159.70 |
| 2019-06-30 | $233k | 1.5k | 159.59 |
| 2016-03-31 | $253k | 2.0k | 123.84 |
| 2015-12-31 | $232k | 2.0k | 117.29 |
More positions owned by Financial Advisory Service
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