iShares S&P MidCap 400 Value Index shares owned by Guidance Point Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Guidance Point Advisors
from 13F filings
Historical chart of Guidance Point 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 Guidance Point Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.2M | 20k | 114.10 |
| 2023-09-30 | $2.0M | 19k | 100.93 |
| 2023-06-30 | $2.1M | 19k | 107.13 |
| 2023-03-31 | $2.0M | 19k | 102.77 |
| 2022-12-31 | $1.9M | 19k | 100.80 |
| 2022-09-30 | $1.6M | 17k | 89.96 |
| 2022-06-30 | $1.6M | 17k | 94.36 |
| 2022-03-31 | $1.9M | 17k | 109.65 |
| 2021-12-31 | $1.9M | 17k | 110.63 |
| 2021-09-30 | $1.8M | 17k | 103.00 |
| 2021-06-30 | $1.8M | 17k | 105.29 |
| 2021-03-31 | $1.7M | 17k | 101.91 |
| 2020-12-31 | $1.4M | 16k | 86.27 |
| 2020-09-30 | $1.1M | 8.2k | 134.81 |
| 2020-06-30 | $1.1M | 8.2k | 132.92 |
| 2020-03-31 | $1.3M | 12k | 109.67 |
| 2019-12-31 | $2.1M | 12k | 170.72 |
| 2019-09-30 | $1.9M | 12k | 159.84 |
| 2019-06-30 | $1.9M | 12k | 159.44 |
| 2019-03-31 | $1.9M | 12k | 156.96 |
| 2018-12-31 | $1.6M | 12k | 138.30 |
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