iShares S&P MidCap 400 Value Index shares owned by FRG Family Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by FRG Family Wealth Advisors
from 13F filings
Historical chart of FRG Family Wealth Advisors 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 FRG Family Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $504k | 3.9k | 129.72 |
| 2025-06-30 | $481k | 3.9k | 123.58 |
| 2025-03-31 | $466k | 3.9k | 119.73 |
| 2024-12-31 | $486k | 3.9k | 124.96 |
| 2024-09-30 | $481k | 3.9k | 123.62 |
| 2024-06-30 | $444k | 3.9k | 114.18 |
| 2024-03-31 | $433k | 3.9k | 111.06 |
| 2023-12-31 | $445k | 3.9k | 114.04 |
| 2023-09-30 | $394k | 3.9k | 100.93 |
| 2023-06-30 | $420k | 3.9k | 107.13 |
| 2023-03-31 | $393k | 3.8k | 102.77 |
| 2022-12-31 | $385k | 3.8k | 100.80 |
| 2022-09-30 | $344k | 3.8k | 90.05 |
| 2022-06-30 | $361k | 3.8k | 94.50 |
| 2022-03-31 | $419k | 3.8k | 109.69 |
| 2021-12-31 | $423k | 3.8k | 110.73 |
| 2021-09-30 | $394k | 3.8k | 103.14 |
| 2021-06-30 | $402k | 3.8k | 105.24 |
| 2021-03-31 | $389k | 3.8k | 101.83 |
| 2020-12-31 | $330k | 3.8k | 86.39 |
| 2020-09-30 | $258k | 1.9k | 135.08 |
| 2020-06-30 | $254k | 1.9k | 132.98 |
| 2020-03-31 | $210k | 1.9k | 109.95 |
| 2019-12-31 | $326k | 1.9k | 170.68 |
| 2019-09-30 | $305k | 1.9k | 159.69 |
| 2019-06-30 | $305k | 1.9k | 159.69 |
| 2019-03-31 | $300k | 1.9k | 157.07 |
| 2018-12-31 | $264k | 1.9k | 138.22 |
| 2018-09-30 | $320k | 1.9k | 167.54 |
| 2018-06-30 | $309k | 1.9k | 161.78 |
| 2018-03-31 | $295k | 1.9k | 154.45 |
| 2017-12-31 | $306k | 1.9k | 160.21 |
| 2017-09-30 | $292k | 1.9k | 152.88 |
| 2017-06-30 | $284k | 1.9k | 148.69 |
| 2017-03-31 | $304k | 2.0k | 148.51 |
| 2016-12-31 | $277k | 1.9k | 145.03 |
| 2016-09-30 | $254k | 1.9k | 132.98 |
| 2016-06-30 | $245k | 1.9k | 128.27 |
| 2016-03-31 | $332k | 2.7k | 124.11 |
| 2015-12-31 | $314k | 2.7k | 117.38 |
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