iShares S&P MidCap 400 Value Index shares owned by Jacobus Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Jacobus Wealth Management
from 13F filings
Historical chart of Jacobus Wealth Management 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 Jacobus Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Jacobus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-09-30 | $309k | 2.0k | 152.59 |
| 2017-06-30 | $301k | 2.0k | 148.64 |
| 2017-03-31 | $250k | 1.7k | 148.37 |
| 2016-12-31 | $454k | 3.1k | 145.28 |
| 2016-09-30 | $416k | 3.1k | 133.12 |
| 2016-06-30 | $400k | 3.1k | 128.00 |
| 2016-03-31 | $388k | 3.1k | 124.16 |
| 2015-12-31 | $366k | 3.1k | 117.12 |
| 2015-09-30 | $360k | 3.1k | 115.20 |
| 2015-06-30 | $403k | 3.1k | 128.96 |
| 2015-03-31 | $409k | 3.1k | 130.88 |
| 2014-12-31 | $399k | 3.1k | 127.68 |
| 2014-09-30 | $376k | 3.1k | 120.32 |
| 2014-06-30 | $397k | 3.1k | 127.04 |
| 2014-03-31 | $376k | 3.1k | 120.32 |
| 2013-12-31 | $363k | 3.1k | 116.16 |
| 2013-09-30 | $338k | 3.1k | 108.16 |
| 2013-06-30 | $316k | 3.1k | 101.12 |
| 2013-03-31 | $448k | 4.4k | 100.79 |
Top funds holding iShares S&P MidCap 400 Value Index
View all funds holding iShares S&P MidCap 400 Value Index