iShares S&P MidCap 400 Value Index shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services 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 Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 95k | 129.72 |
| 2025-06-30 | $12M | 96k | 123.58 |
| 2025-03-31 | $12M | 102k | 119.73 |
| 2024-12-31 | $13M | 107k | 124.96 |
| 2024-09-30 | $13M | 105k | 123.62 |
| 2024-06-30 | $12M | 109k | 110.19 |
| 2024-03-31 | $12M | 105k | 118.29 |
| 2023-12-31 | $11M | 100k | 114.04 |
| 2023-09-30 | $8.2M | 81k | 100.93 |
| 2023-06-30 | $7.7M | 71k | 107.13 |
| 2023-03-31 | $11M | 108k | 102.77 |
| 2022-12-31 | $10M | 103k | 100.80 |
| 2022-09-30 | $8.2M | 92k | 90.00 |
| 2022-06-30 | $8.0M | 85k | 94.41 |
| 2022-03-31 | $12M | 106k | 109.64 |
| 2021-12-31 | $9.5M | 86k | 110.68 |
| 2021-09-30 | $6.2M | 60k | 103.04 |
| 2021-06-30 | $9.0M | 86k | 105.34 |
| 2021-03-31 | $8.9M | 87k | 101.93 |
| 2020-12-31 | $4.7M | 55k | 86.23 |
| 2020-09-30 | $1.8M | 13k | 134.83 |
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