iShares S&P MidCap 400 Value Index shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma 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 Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $113k | 873 | 129.72 |
| 2025-06-30 | $108k | 873 | 123.58 |
| 2025-03-31 | $131k | 1.1k | 119.73 |
| 2024-12-31 | $162k | 1.3k | 124.96 |
| 2024-09-30 | $160k | 1.3k | 123.62 |
| 2024-06-30 | $158k | 1.4k | 113.46 |
| 2024-03-31 | $165k | 1.4k | 118.29 |
| 2023-12-31 | $159k | 1.4k | 114.04 |
| 2023-09-30 | $205k | 2.0k | 100.93 |
| 2023-06-30 | $214k | 2.0k | 109.67 |
| 2023-03-31 | $216k | 2.1k | 101.75 |
| 2022-12-31 | $202k | 2.3k | 89.78 |
| 2022-09-30 | $202k | 2.3k | 89.78 |
| 2022-06-30 | $245k | 2.6k | 94.30 |
| 2022-03-31 | $573k | 5.2k | 109.69 |
| 2021-12-31 | $531k | 4.8k | 110.69 |
| 2021-09-30 | $4.0k | 39 | 102.56 |
Top funds holding iShares S&P MidCap 400 Value Index
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