iShares S&P MidCap 400 Value Index shares owned by KWMG
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by KWMG
from 13F filings
Historical chart of KWMG 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 KWMG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $383k | 3.0k | 129.72 |
| 2025-06-30 | $365k | 3.0k | 123.58 |
| 2025-03-31 | $344k | 2.9k | 119.73 |
| 2024-12-31 | $359k | 2.9k | 124.96 |
| 2024-09-30 | $355k | 2.9k | 123.62 |
| 2024-06-30 | $332k | 2.9k | 113.46 |
| 2024-03-31 | $358k | 3.0k | 118.29 |
| 2023-12-31 | $345k | 3.0k | 114.04 |
| 2023-09-30 | $317k | 3.1k | 100.93 |
| 2023-06-30 | $364k | 3.4k | 107.13 |
| 2023-03-31 | $350k | 3.4k | 102.77 |
| 2022-12-31 | $346k | 3.4k | 100.80 |
| 2022-09-30 | $339k | 3.8k | 89.90 |
| 2022-06-30 | $362k | 3.8k | 94.42 |
| 2022-03-31 | $420k | 3.8k | 109.55 |
| 2021-12-31 | $428k | 3.9k | 110.59 |
| 2021-09-30 | $412k | 4.0k | 102.92 |
| 2021-06-30 | $423k | 4.1k | 102.97 |
| 2021-03-31 | $423k | 4.1k | 102.00 |
| 2020-12-31 | $360k | 4.2k | 86.35 |
| 2020-09-30 | $237k | 1.8k | 134.74 |
| 2020-06-30 | $251k | 1.9k | 132.73 |
| 2020-03-31 | $204k | 1.9k | 109.97 |
| 2019-03-31 | $13k | 83 | 156.63 |
| 2018-12-31 | $11k | 83 | 132.53 |
| 2018-09-30 | $14k | 83 | 168.67 |
| 2018-06-30 | $9.0k | 57 | 157.89 |
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