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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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 |
---|---|---|---|
2024-12-31 | $257k | 2.0k | 130.23 |
2024-09-30 | $287k | 2.3k | 124.45 |
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 | $366k | 3.3k | 109.42 |
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 |
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