Loring Wolcott Coolidge Fa »

iShares S&P MidCap 400 Value Index shares owned by Loring Wolcott Coolidge Fa

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Loring Wolcott Coolidge Fa from 13F filings

Historical chart of Loring Wolcott Coolidge Fa investment in iShares S&P MidCap 400 Value Index

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All positions including iShares S&P MidCap 400 Value Index held by Loring Wolcott Coolidge Fa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Loring Wolcott Coolidge Fa

Quarter filed Position value Share count Share price at filing
2024-06-30 $305k 2.5k 121.10
2024-03-31 $210k 1.9k 111.54
2023-12-31 $232k 2.1k 110.39
2023-09-30 $276k 2.8k 97.68
2023-06-30 $322k 3.0k 107.13
2023-03-31 $317k 3.1k 102.77
2022-12-31 $381k 3.8k 100.80
2022-09-30 $340k 3.8k 90.07
2022-06-30 $356k 3.8k 94.30
2022-03-31 $366k 3.3k 109.58
2021-12-31 $443k 4.0k 110.75
2021-09-30 $412k 4.0k 103.00
2021-06-30 $421k 4.0k 105.25
2021-03-31 $408k 4.0k 102.00
2020-12-31 $506k 5.9k 86.32