iShares S&P MidCap 400 Value Index shares owned by HB Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management 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 HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 29k | 129.72 |
| 2025-06-30 | $3.6M | 29k | 123.58 |
| 2025-03-31 | $2.6M | 22k | 119.73 |
| 2024-12-31 | $2.7M | 21k | 124.96 |
| 2024-09-30 | $2.5M | 20k | 123.63 |
| 2024-06-30 | $2.2M | 20k | 113.46 |
| 2024-03-31 | $2.3M | 19k | 118.29 |
| 2023-12-31 | $2.0M | 17k | 114.04 |
| 2023-09-30 | $1.7M | 17k | 100.93 |
| 2023-06-30 | $1.8M | 17k | 107.13 |
| 2023-03-31 | $1.9M | 18k | 102.77 |
| 2022-12-31 | $1.7M | 17k | 100.80 |
| 2022-09-30 | $1.5M | 17k | 89.98 |
| 2022-06-30 | $1.6M | 17k | 94.41 |
| 2022-03-31 | $1.8M | 17k | 109.64 |
More positions owned by HB Wealth Management
Home Depot (HD)
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