iShares S&P MidCap 400 Value Index shares owned by Financial Alternatives
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Financial Alternatives
from 13F filings
Historical chart of Financial Alternatives 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 Financial Alternatives 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 Financial Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $494k | 3.8k | 129.72 |
| 2025-06-30 | $470k | 3.8k | 123.58 |
| 2025-03-31 | $456k | 3.8k | 119.73 |
| 2024-12-31 | $476k | 3.8k | 124.96 |
| 2024-09-30 | $471k | 3.8k | 123.62 |
| 2024-06-30 | $432k | 3.8k | 113.46 |
| 2024-03-31 | $450k | 3.8k | 118.29 |
| 2023-09-30 | $384k | 3.8k | 100.93 |
| 2023-06-30 | $408k | 3.8k | 107.13 |
| 2023-03-31 | $391k | 3.8k | 102.77 |
| 2022-12-31 | $384k | 3.8k | 100.80 |
Top funds holding iShares S&P MidCap 400 Value Index
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