iShares S&P MidCap 400 Value Index shares owned by Kingsview Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Kingsview Wealth Management
from 13F filings
Historical chart of Kingsview Wealth Management 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 Kingsview Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 15k | 129.72 |
| 2025-06-30 | $1.9M | 16k | 123.58 |
| 2025-03-31 | $1.9M | 16k | 119.73 |
| 2024-12-31 | $2.1M | 17k | 124.96 |
| 2024-09-30 | $2.4M | 20k | 123.62 |
| 2024-06-30 | $2.3M | 20k | 113.46 |
| 2024-03-31 | $2.4M | 20k | 118.29 |
| 2023-12-31 | $2.5M | 22k | 114.04 |
| 2023-09-30 | $2.3M | 22k | 100.93 |
| 2023-06-30 | $2.4M | 22k | 107.13 |
| 2023-03-31 | $3.2M | 31k | 102.77 |
| 2022-12-31 | $2.2M | 21k | 100.80 |
| 2022-09-30 | $2.0M | 22k | 89.99 |
| 2022-06-30 | $2.1M | 22k | 94.40 |
| 2022-03-31 | $2.2M | 20k | 109.64 |
| 2021-12-31 | $2.3M | 21k | 110.68 |
| 2021-09-30 | $1.6M | 16k | 103.05 |
| 2021-06-30 | $1.5M | 14k | 106.36 |
| 2021-03-31 | $1.3M | 13k | 103.20 |
| 2020-12-31 | $1.0M | 12k | 86.32 |
| 2019-12-31 | $656k | 4.1k | 160.04 |
| 2019-09-30 | $374k | 2.3k | 160.03 |
| 2019-06-30 | $267k | 1.7k | 159.50 |
| 2019-03-31 | $980k | 6.2k | 157.03 |
| 2018-12-31 | $863k | 6.2k | 138.28 |
| 2018-09-30 | $860k | 5.1k | 167.38 |
| 2018-06-30 | $702k | 4.3k | 162.09 |
| 2018-03-31 | $655k | 4.2k | 154.41 |
| 2017-12-31 | $656k | 4.1k | 160.04 |
| 2017-09-30 | $805k | 5.3k | 152.72 |
| 2017-06-30 | $745k | 5.0k | 148.58 |
| 2017-03-31 | $652k | 4.4k | 148.42 |
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