iShares S&P MidCap 400 Value Index shares owned by IMS Capital Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by IMS Capital Management
from 13F filings
Historical chart of IMS Capital Management investment in iShares S&P MidCap 400 Value Index
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All positions including iShares S&P MidCap 400 Value Index held by IMS Capital Management 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 IMS Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $214k | 1.6k | 129.72 |
| 2025-06-30 | $203k | 1.6k | 123.58 |
| 2024-12-31 | $268k | 2.1k | 124.96 |
| 2024-09-30 | $265k | 2.1k | 123.62 |
| 2024-06-30 | $256k | 2.1k | 119.18 |
| 2024-03-31 | $254k | 2.1k | 118.29 |
| 2023-09-30 | $217k | 2.1k | 100.93 |
| 2023-06-30 | $230k | 2.1k | 107.13 |
| 2023-03-31 | $250k | 2.4k | 102.77 |
| 2022-12-31 | $245k | 2.4k | 100.80 |
| 2022-09-30 | $219k | 2.4k | 90.12 |
| 2022-06-30 | $229k | 2.4k | 94.24 |
| 2022-03-31 | $266k | 2.4k | 109.47 |
| 2021-12-31 | $269k | 2.4k | 110.70 |
| 2021-09-30 | $250k | 2.4k | 102.88 |
| 2021-06-30 | $256k | 2.4k | 105.35 |
| 2021-03-31 | $248k | 2.4k | 102.06 |
Top funds holding iShares S&P MidCap 400 Value Index
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