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iShares S&P MidCap 400 Value Index shares owned by Foster & Motley

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Foster & Motley from 13F filings

Historical chart of Foster & Motley investment in iShares S&P MidCap 400 Value Index

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 2025200k250k300k350k400k450k2500300035004000
Value ($)Share countHistorical IJJ position of Foster & Motley Source: stockzoa.comValue ($)Share count

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All positions including iShares S&P MidCap 400 Value Index held by Foster & Motley 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 Foster & Motley

Quarter filed Position value Share count Share price at filing
2024-12-31 $442k 3.5k 124.86
2024-09-30 $438k 3.5k 123.73
2024-06-30 $402k 3.5k 113.56
2024-03-31 $419k 3.5k 118.36
2023-12-31 $404k 3.5k 114.12
2023-09-30 $357k 3.5k 100.85
2023-06-30 $379k 3.5k 107.06
2023-03-31 $404k 3.9k 102.80
2022-12-31 $396k 3.9k 100.76
2022-09-30 $354k 3.9k 90.08
2022-06-30 $371k 3.9k 94.40
2022-03-31 $431k 3.9k 109.67
2021-12-31 $435k 3.9k 110.69
2021-09-30 $405k 3.9k 103.05
2021-06-30 $414k 3.9k 105.34
2021-03-31 $258k 2.5k 101.98
2020-12-31 $218k 2.5k 86.17