iShares S&P MidCap 400 Value Index shares owned by LBA Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by LBA Wealth Management
from 13F filings
Historical chart of LBA 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 LBA Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-03-31 | $521k | 3.5k | 148.35 |
| 2016-12-31 | $779k | 5.4k | 145.28 |
| 2016-09-30 | $710k | 5.3k | 133.03 |
| 2016-06-30 | $655k | 5.1k | 128.05 |
| 2016-03-31 | $633k | 5.1k | 124.12 |
| 2015-12-31 | $598k | 5.1k | 117.25 |
| 2015-09-30 | $537k | 4.7k | 115.29 |
| 2015-06-30 | $626k | 4.9k | 128.86 |
| 2015-03-31 | $632k | 4.8k | 131.04 |
| 2014-12-31 | $530k | 4.1k | 127.77 |
| 2014-09-30 | $481k | 4.0k | 120.31 |
| 2014-06-30 | $463k | 3.7k | 126.85 |
| 2014-03-31 | $440k | 3.7k | 120.55 |
| 2013-12-31 | $454k | 3.9k | 116.11 |
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