iShares S&P MidCap 400 Value Index shares owned by HighMark Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by HighMark Wealth Management
from 13F filings
Historical chart of HighMark 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 HighMark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $688k | 5.8k | 118.29 |
| 2023-12-31 | $978k | 8.6k | 114.04 |
| 2023-09-30 | $1.2M | 12k | 100.93 |
| 2023-06-30 | $1.3M | 12k | 107.49 |
| 2023-03-31 | $1.3M | 12k | 102.77 |
| 2022-12-31 | $1.2M | 12k | 100.92 |
| 2022-09-30 | $1.1M | 12k | 90.04 |
| 2022-06-30 | $1.2M | 12k | 94.35 |
| 2022-03-31 | $1.3M | 12k | 109.81 |
| 2021-12-31 | $1.2M | 11k | 110.60 |
| 2021-09-30 | $1.1M | 11k | 103.04 |
| 2021-06-30 | $1.1M | 10k | 105.61 |
| 2021-03-31 | $891k | 8.7k | 101.98 |
| 2020-12-31 | $206k | 2.4k | 86.23 |
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