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iShares S&P MidCap 400 Value Index shares owned by Hazlett, Burt & Watson

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Hazlett, Burt & Watson from 13F filings

Historical chart of Hazlett, Burt & Watson investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Hazlett, Burt & Watson 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 Hazlett, Burt & Watson

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 13k 132.00
2025-09-30 $1.1M 8.6k 129.41
2025-06-30 $1.0M 8.4k 123.53
2025-03-31 $1.1M 8.9k 120.59
2024-12-31 $961k 7.8k 123.53
2024-09-30 $948k 7.7k 123.53
2024-06-30 $875k 7.6k 114.71
2024-03-31 $888k 7.6k 117.65
2023-12-31 $853k 7.4k 114.71
2023-09-30 $710k 7.1k 100.00
2023-06-30 $714k 6.7k 105.88
2023-03-31 $685k 6.7k 102.94
2022-12-31 $651k 6.6k 98.04
2022-09-30 $251k 2.8k 91.18
2022-06-30 $249k 2.7k 91.89
2022-03-31 $296k 2.7k 109.30