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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Value Index held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Value Index by JFS Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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