iShares S&P MidCap 400 Value Index shares owned by Houlihan Financial Resource Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Houlihan Financial Resource Group
from 13F filings
Historical chart of Houlihan Financial Resource Group 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 Houlihan Financial Resource Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Value Index by Houlihan Financial Resource Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $447k | 3.4k | 129.72 |
| 2025-06-30 | $959k | 7.7k | 124.11 |
| 2025-03-31 | $925k | 7.7k | 119.73 |
| 2024-12-31 | $994k | 8.0k | 124.95 |
| 2024-09-30 | $983k | 8.0k | 123.59 |
| 2024-03-31 | $941k | 8.0k | 118.35 |
| 2023-12-31 | $907k | 8.0k | 114.07 |
| 2023-09-30 | $782k | 8.0k | 98.36 |
| 2023-03-31 | $832k | 8.1k | 102.75 |
| 2022-12-31 | $846k | 8.1k | 104.50 |
| 2022-09-30 | $770k | 8.1k | 95.12 |
| 2020-09-30 | $636k | 8.1k | 78.12 |
| 2020-03-31 | $469k | 4.3k | 109.86 |
| 2019-12-31 | $729k | 4.3k | 170.77 |
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