iShares S&P MidCap 400 Value Index shares owned by Keel Point
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Keel Point
from 13F filings
Historical chart of Keel Point 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 Keel Point
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 11k | 123.62 |
| 2024-06-30 | $1.3M | 11k | 116.60 |
| 2024-03-31 | $1.1M | 9.4k | 118.29 |
| 2023-12-31 | $1.1M | 9.4k | 114.04 |
| 2023-09-30 | $945k | 9.4k | 100.93 |
| 2023-06-30 | $1.0M | 9.4k | 107.13 |
| 2020-03-31 | $243k | 2.2k | 109.86 |
| 2019-12-31 | $378k | 2.2k | 170.89 |
| 2019-09-30 | $431k | 2.7k | 160.04 |
| 2019-06-30 | $429k | 2.7k | 159.30 |
| 2019-03-31 | $448k | 2.9k | 157.03 |
| 2018-12-31 | $395k | 2.9k | 138.45 |
| 2018-09-30 | $477k | 2.9k | 167.19 |
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