iShares S&P MidCap 400 Value Index shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty 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 Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $482k | 3.7k | 129.73 |
| 2025-06-30 | $457k | 3.7k | 123.57 |
| 2025-03-31 | $441k | 3.7k | 119.72 |
| 2024-12-31 | $459k | 3.7k | 124.95 |
| 2024-09-30 | $452k | 3.7k | 123.70 |
| 2024-06-30 | $412k | 393k | 1.05 |
| 2021-09-30 | $42k | 412 | 101.94 |
| 2021-06-30 | $412k | 43k | 9.49 |
| 2021-03-31 | $36k | 412 | 87.38 |
| 2020-12-31 | $36k | 412 | 87.38 |
| 2020-09-30 | $28k | 206 | 135.92 |
| 2020-06-30 | $27k | 206 | 131.07 |
| 2020-03-31 | $6.0k | 57 | 105.26 |
| 2019-12-31 | $10k | 57 | 175.44 |
| 2019-09-30 | $9.0k | 57 | 157.89 |
| 2019-06-30 | $9.0k | 57 | 157.89 |
| 2019-03-31 | $8.0k | 57 | 140.35 |
| 2018-12-31 | $7.0k | 57 | 122.81 |
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