iShares S&P MidCap 400 Value Index shares owned by JNBA Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by JNBA Financial Advisors
from 13F filings
Historical chart of JNBA Financial 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 JNBA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 35k | 129.72 |
| 2025-06-30 | $4.4M | 36k | 123.58 |
| 2025-03-31 | $4.4M | 36k | 119.73 |
| 2024-12-31 | $4.7M | 37k | 124.96 |
| 2024-09-30 | $4.6M | 38k | 123.62 |
| 2024-06-30 | $4.4M | 39k | 113.46 |
| 2024-03-31 | $4.9M | 41k | 118.29 |
| 2023-12-31 | $4.9M | 43k | 114.04 |
| 2023-09-30 | $4.4M | 44k | 100.93 |
| 2023-06-30 | $4.8M | 45k | 107.13 |
| 2023-03-31 | $4.6M | 45k | 102.77 |
| 2022-12-31 | $4.6M | 45k | 100.80 |
| 2022-09-30 | $4.0M | 45k | 89.99 |
| 2022-06-30 | $4.2M | 45k | 94.40 |
| 2022-03-31 | $5.0M | 45k | 109.63 |
| 2021-12-31 | $5.1M | 46k | 110.68 |
| 2021-09-30 | $4.8M | 46k | 103.04 |
| 2021-06-30 | $4.9M | 46k | 105.33 |
| 2021-03-31 | $4.7M | 46k | 101.94 |
| 2020-12-31 | $4.0M | 46k | 86.29 |
| 2020-09-30 | $3.1M | 23k | 134.84 |
| 2020-06-30 | $3.1M | 23k | 132.96 |
| 2020-03-31 | $2.6M | 23k | 109.76 |
| 2019-12-31 | $4.2M | 25k | 170.72 |
| 2019-09-30 | $4.0M | 25k | 159.90 |
| 2019-06-30 | $3.9M | 25k | 159.46 |
| 2019-03-31 | $3.9M | 25k | 156.96 |
| 2018-12-31 | $3.6M | 26k | 138.33 |
| 2018-09-30 | $25k | 150 | 166.67 |
| 2018-06-30 | $4.3M | 27k | 162.04 |
| 2018-03-31 | $27M | 27k | 1000.00 |
| 2017-12-31 | $4.5M | 28k | 160.11 |
| 2017-09-30 | $4.3M | 28k | 152.71 |
| 2017-06-30 | $4.3M | 29k | 148.56 |
| 2017-03-31 | $4.3M | 29k | 148.45 |
| 2016-12-31 | $4.3M | 30k | 145.21 |
| 2016-09-30 | $35k | 260 | 134.62 |
| 2016-06-30 | $4.0M | 31k | 128.04 |
| 2016-03-31 | $3.9M | 31k | 124.05 |
| 2015-12-31 | $3.7M | 32k | 117.21 |
| 2015-09-30 | $3.7M | 32k | 115.35 |
| 2015-06-30 | $3.8M | 30k | 128.97 |
| 2015-03-31 | $3.8M | 29k | 130.95 |
| 2014-12-31 | $3.6M | 28k | 127.82 |
| 2014-09-30 | $3.3M | 27k | 120.31 |
| 2014-06-30 | $3.4M | 27k | 126.92 |
| 2014-03-31 | $3.2M | 27k | 120.41 |
| 2013-12-31 | $3.2M | 27k | 116.21 |
| 2013-09-30 | $2.9M | 27k | 108.02 |
| 2013-06-30 | $2.7M | 27k | 101.28 |
| 2013-03-31 | $2.6M | 26k | 100.88 |
| 2012-12-31 | $2.3M | 26k | 88.16 |
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