iShares S&P MidCap 400 Value Index shares owned by Mattern Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Mattern Wealth Management
from 13F filings
Historical chart of Mattern 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 Mattern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $241k | 2.0k | 123.62 |
| 2024-06-30 | $262k | 2.3k | 113.46 |
| 2024-03-31 | $273k | 2.3k | 118.29 |
| 2023-12-31 | $260k | 2.3k | 114.04 |
| 2023-09-30 | $230k | 2.3k | 100.93 |
| 2023-06-30 | $291k | 2.7k | 107.13 |
| 2023-03-31 | $333k | 3.2k | 102.77 |
| 2022-12-31 | $410k | 4.1k | 100.80 |
| 2022-09-30 | $389k | 4.3k | 90.03 |
| 2022-06-30 | $408k | 4.3k | 94.42 |
| 2022-03-31 | $3.1M | 28k | 109.65 |
| 2021-12-31 | $11M | 100k | 110.68 |
| 2021-09-30 | $9.2M | 89k | 103.04 |
| 2021-06-30 | $9.2M | 90k | 102.21 |
| 2021-03-31 | $10M | 101k | 101.93 |
| 2020-12-31 | $367k | 4.3k | 86.35 |
| 2020-09-30 | $312k | 2.3k | 135.06 |
| 2020-06-30 | $343k | 2.6k | 132.89 |
| 2020-03-31 | $586k | 5.3k | 109.82 |
| 2019-12-31 | $1.0M | 6.0k | 170.66 |
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