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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Laurel Wealth Advisors
Home Depot (HD)
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