iShares S&P MidCap 400 Value Index shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood 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 Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $380k | 2.9k | 129.72 |
| 2025-06-30 | $362k | 2.9k | 123.58 |
| 2025-03-31 | $380k | 3.2k | 119.73 |
| 2024-12-31 | $397k | 3.2k | 124.96 |
| 2024-09-30 | $393k | 3.2k | 123.62 |
| 2024-06-30 | $361k | 3.2k | 113.46 |
| 2024-03-31 | $376k | 3.2k | 118.29 |
| 2023-12-31 | $364k | 3.2k | 114.04 |
| 2023-09-30 | $322k | 3.2k | 100.93 |
| 2023-06-30 | $342k | 3.2k | 107.13 |
| 2023-03-31 | $328k | 3.2k | 102.77 |
| 2022-12-31 | $322k | 3.2k | 100.80 |
Top funds holding iShares S&P MidCap 400 Value Index
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