iShares S&P MidCap 400 Value Index shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 20k | 123.62 |
| 2024-06-30 | $2.3M | 20k | 113.46 |
| 2024-03-31 | $3.5M | 30k | 118.29 |
| 2023-12-31 | $2.0M | 18k | 114.04 |
| 2023-09-30 | $3.0M | 30k | 100.93 |
| 2023-06-30 | $4.4M | 41k | 107.13 |
| 2023-03-31 | $3.9M | 38k | 102.77 |
| 2022-12-31 | $3.7M | 36k | 100.80 |
| 2022-09-30 | $2.7M | 30k | 89.99 |
| 2022-06-30 | $2.1M | 23k | 94.43 |
| 2022-03-31 | $3.0M | 28k | 109.37 |
| 2021-12-31 | $1.2M | 11k | 110.66 |
| 2021-09-30 | $912k | 8.9k | 102.54 |
| 2021-06-30 | $1.0M | 10k | 105.02 |
| 2021-03-31 | $834k | 8.2k | 101.58 |
| 2020-12-31 | $462k | 5.4k | 86.31 |
| 2020-09-30 | $2.5M | 18k | 134.82 |
| 2020-06-30 | $377k | 2.8k | 133.50 |
| 2020-03-31 | $355k | 3.2k | 109.94 |
| 2019-12-31 | $718k | 4.2k | 170.38 |
| 2019-09-30 | $435k | 2.7k | 160.69 |
| 2019-06-30 | $494k | 3.1k | 159.41 |
| 2019-03-31 | $283k | 1.8k | 157.05 |
| 2018-12-31 | $260k | 1.9k | 138.89 |
More positions owned by H D Vest Advisory Services
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