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iShares S&P MidCap 400 Value Index shares owned by Laurel Wealth Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Laurel Wealth Advisors from 13F filings

Historical chart of Laurel Wealth Advisors investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Laurel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Laurel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $205k 1.7k 123.62
2024-06-30 $80k 702 113.46
2024-03-31 $120k 1.0k 118.29
2023-09-30 $102k 1.0k 100.93
2023-06-30 $109k 1.0k 107.13
2023-03-31 $166k 1.6k 102.77
2022-12-31 $131k 1.3k 100.80
2022-09-30 $171k 1.9k 89.91
2022-06-30 $180k 1.9k 94.64
2022-03-31 $209k 1.9k 109.88
2020-03-31 $320k 2.9k 109.63
2019-12-31 $498k 2.9k 170.61
2019-09-30 $467k 2.9k 159.99
2019-06-30 $521k 3.3k 159.38
2019-03-31 $458k 2.9k 156.90
2018-12-31 $404k 2.9k 138.40