iShares S&P MidCap 400 Value Index shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS 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 JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 49k | 129.72 |
| 2025-06-30 | $5.3M | 43k | 123.58 |
| 2025-03-31 | $5.0M | 42k | 119.73 |
| 2024-12-31 | $5.2M | 42k | 124.96 |
| 2024-09-30 | $5.3M | 43k | 123.62 |
| 2024-06-30 | $4.8M | 42k | 113.46 |
| 2024-03-31 | $4.8M | 41k | 118.29 |
| 2023-12-31 | $3.5M | 30k | 114.04 |
| 2023-09-30 | $2.3M | 23k | 100.93 |
| 2023-06-30 | $2.3M | 21k | 107.13 |
| 2023-03-31 | $2.0M | 20k | 102.77 |
| 2022-12-31 | $1.9M | 19k | 100.80 |
| 2022-09-30 | $2.8M | 31k | 90.01 |
| 2022-06-30 | $2.6M | 27k | 94.40 |
| 2022-03-31 | $3.0M | 27k | 109.65 |
| 2021-12-31 | $3.1M | 28k | 110.68 |
| 2021-09-30 | $2.4M | 24k | 103.05 |
| 2016-03-31 | $8.0k | 67 | 119.40 |
| 2015-12-31 | $8.0k | 67 | 119.40 |
Top funds holding iShares S&P MidCap 400 Value Index
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