iShares S&P MidCap 400 Value Index shares owned by Legacy Bridge
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Legacy Bridge
from 13F filings
Historical chart of Legacy Bridge 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 Legacy Bridge
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $154k | 1.2k | 129.72 |
| 2025-06-30 | $146k | 1.2k | 123.58 |
| 2025-03-31 | $142k | 1.2k | 119.73 |
| 2024-12-31 | $148k | 1.2k | 124.96 |
| 2024-09-30 | $147k | 1.2k | 123.62 |
| 2024-06-30 | $135k | 1.2k | 113.46 |
| 2024-03-31 | $140k | 1.2k | 118.29 |
| 2023-12-31 | $135k | 1.2k | 114.04 |
| 2023-09-30 | $120k | 1.2k | 100.93 |
| 2023-06-30 | $127k | 1.2k | 107.13 |
| 2023-03-31 | $122k | 1.2k | 102.77 |
| 2022-12-31 | $119k | 1.2k | 100.80 |
| 2022-09-30 | $107k | 1.2k | 90.30 |
| 2022-06-30 | $112k | 1.2k | 94.51 |
| 2022-03-31 | $130k | 1.2k | 109.70 |
| 2021-12-31 | $131k | 1.2k | 110.55 |
| 2021-09-30 | $122k | 1.2k | 102.95 |
| 2021-06-30 | $125k | 1.2k | 105.49 |
| 2021-03-31 | $82k | 800 | 102.50 |
| 2020-12-31 | $69k | 800 | 86.25 |
| 2020-09-30 | $54k | 400 | 135.00 |
| 2020-06-30 | $53k | 400 | 132.50 |
| 2020-03-31 | $119k | 1.1k | 109.68 |
| 2019-12-31 | $185k | 1.1k | 170.51 |
| 2019-09-30 | $173k | 1.1k | 159.45 |
| 2019-06-30 | $173k | 1.1k | 159.45 |
| 2019-03-31 | $170k | 1.1k | 156.68 |
| 2018-12-31 | $150k | 1.1k | 138.25 |
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