iShares S&P MidCap 400 Value Index shares owned by Merriman Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Merriman Wealth Management
from 13F filings
Historical chart of Merriman 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 Merriman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $6.3M | 62k | 101.04 |
| 2023-06-30 | $6.8M | 64k | 107.13 |
| 2023-03-31 | $6.7M | 66k | 102.77 |
| 2022-12-31 | $7.3M | 73k | 100.80 |
| 2022-09-30 | $6.9M | 76k | 90.00 |
| 2022-06-30 | $8.3M | 88k | 94.41 |
| 2022-03-31 | $24M | 223k | 109.64 |
| 2021-12-31 | $11M | 100k | 110.68 |
| 2021-09-30 | $11M | 102k | 103.04 |
| 2021-06-30 | $14M | 130k | 105.34 |
| 2021-03-31 | $15M | 145k | 101.93 |
| 2020-12-31 | $13M | 148k | 86.31 |
| 2020-09-30 | $11M | 80k | 134.86 |
| 2020-06-30 | $11M | 84k | 132.95 |
| 2019-12-31 | $11M | 63k | 170.74 |
| 2019-09-30 | $10M | 64k | 159.91 |
| 2019-06-30 | $6.3M | 3.9k | 1604.92 |
| 2019-03-31 | $3.9M | 25k | 156.96 |
| 2018-12-31 | $800k | 5.7k | 141.47 |
| 2018-09-30 | $9.6M | 58k | 167.32 |
| 2018-06-30 | $9.3M | 58k | 162.03 |
| 2016-12-31 | $2.6M | 18k | 145.20 |
| 2016-09-30 | $2.5M | 19k | 132.98 |
| 2016-06-30 | $2.4M | 19k | 128.05 |
| 2016-03-31 | $2.3M | 19k | 124.05 |
| 2013-12-31 | $1.9M | 16k | 116.26 |
| 2013-09-30 | $1.8M | 17k | 108.05 |
| 2013-06-30 | $1.7M | 17k | 101.28 |
| 2013-03-31 | $1.7M | 17k | 100.91 |
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