iShares S&P MidCap 400 Value Index shares owned by KCM Investment Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by KCM Investment Advisors
from 13F filings
Historical chart of KCM Investment 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 KCM Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $241k | 2.4k | 100.93 |
| 2023-06-30 | $256k | 2.4k | 107.13 |
| 2023-03-31 | $246k | 2.4k | 102.77 |
| 2022-09-30 | $231k | 2.6k | 89.88 |
| 2022-06-30 | $297k | 3.1k | 94.44 |
| 2022-03-31 | $345k | 3.1k | 109.70 |
| 2021-12-31 | $348k | 3.1k | 110.65 |
| 2021-09-30 | $326k | 3.2k | 103.16 |
| 2021-06-30 | $333k | 3.2k | 105.38 |
| 2021-03-31 | $322k | 3.2k | 101.90 |
| 2020-12-31 | $273k | 3.2k | 86.39 |
| 2020-09-30 | $213k | 1.6k | 134.81 |
| 2020-06-30 | $266k | 2.0k | 132.87 |
| 2020-03-31 | $242k | 2.2k | 109.90 |
| 2019-12-31 | $381k | 2.2k | 170.70 |
| 2019-09-30 | $357k | 2.2k | 159.95 |
| 2019-06-30 | $356k | 2.2k | 159.50 |
| 2019-03-31 | $539k | 3.4k | 157.05 |
| 2018-12-31 | $475k | 3.4k | 138.40 |
| 2018-09-30 | $624k | 3.7k | 167.43 |
| 2018-06-30 | $563k | 3.5k | 162.11 |
| 2018-03-31 | $532k | 3.4k | 154.61 |
| 2017-12-31 | $551k | 3.4k | 160.13 |
| 2017-09-30 | $532k | 3.5k | 152.83 |
| 2017-06-30 | $453k | 3.1k | 148.52 |
| 2017-03-31 | $453k | 3.1k | 148.52 |
| 2016-12-31 | $467k | 3.2k | 145.17 |
| 2016-09-30 | $428k | 3.2k | 133.04 |
| 2016-06-30 | $419k | 3.3k | 128.13 |
| 2016-03-31 | $406k | 3.3k | 124.16 |
| 2015-12-31 | $383k | 3.3k | 117.13 |
| 2015-09-30 | $377k | 3.3k | 115.29 |
| 2015-06-30 | $422k | 3.3k | 129.05 |
| 2015-03-31 | $428k | 3.3k | 130.89 |
| 2014-12-31 | $418k | 3.3k | 127.83 |
| 2014-09-30 | $395k | 3.3k | 120.24 |
| 2014-06-30 | $458k | 3.6k | 126.87 |
| 2014-03-31 | $459k | 3.8k | 120.47 |
| 2013-12-31 | $443k | 3.8k | 116.27 |
| 2013-09-30 | $412k | 3.8k | 108.14 |
| 2013-06-30 | $442k | 4.4k | 101.38 |
| 2013-03-31 | $201k | 2.0k | 100.80 |
| 2012-12-31 | $392k | 4.4k | 88.21 |
| 2012-06-30 | $140k | 1.7k | 81.87 |
| 2012-03-31 | $355k | 4.2k | 85.34 |
| 2011-12-31 | $316k | 4.2k | 75.96 |
| 2011-09-30 | $275k | 4.2k | 66.11 |
| 2011-06-30 | $349k | 4.2k | 83.89 |
| 2011-03-31 | $359k | 4.2k | 86.30 |
| 2010-12-31 | $331k | 4.2k | 79.57 |
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