iShares S&P MidCap 400 Value Index shares owned by Lodestar Private Asset Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Lodestar Private Asset Management
from 13F filings
Historical chart of Lodestar Private Asset 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 Lodestar Private Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $665k | 5.1k | 129.71 |
| 2025-06-30 | $623k | 5.0k | 123.59 |
| 2025-03-31 | $565k | 4.7k | 119.74 |
| 2024-12-31 | $589k | 4.7k | 124.97 |
| 2024-09-30 | $592k | 4.8k | 123.62 |
| 2024-06-30 | $541k | 4.8k | 113.45 |
| 2024-03-31 | $554k | 4.7k | 118.30 |
| 2023-12-31 | $556k | 4.9k | 114.04 |
| 2023-09-30 | $485k | 4.8k | 100.92 |
| 2023-06-30 | $517k | 4.8k | 107.12 |
| 2023-03-31 | $495k | 4.8k | 102.77 |
| 2022-12-31 | $480k | 4.8k | 100.80 |
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