iShares S&P MidCap 400 Value Index shares owned by Kmg Fiduciary Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Kmg Fiduciary Partners
from 13F filings
Historical chart of Kmg Fiduciary Partners 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 Kmg Fiduciary Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 8.5k | 129.72 |
| 2025-06-30 | $1.0M | 8.5k | 123.58 |
| 2025-03-31 | $1.0M | 8.5k | 119.73 |
| 2024-12-31 | $1.1M | 8.5k | 124.96 |
| 2024-09-30 | $1.0M | 8.3k | 123.62 |
| 2024-06-30 | $943k | 8.3k | 113.46 |
| 2024-03-31 | $984k | 8.3k | 118.29 |
| 2023-12-31 | $948k | 8.3k | 114.04 |
| 2023-09-30 | $839k | 8.3k | 100.93 |
| 2023-06-30 | $891k | 8.3k | 107.13 |
| 2023-03-31 | $855k | 8.3k | 102.77 |
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