iShares S&P MidCap 400 Value Index shares owned by Triangle Securities Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Triangle Securities Wealth Management
from 13F filings
Historical chart of Triangle Securities 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 Triangle Securities Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $537k | 4.1k | 129.72 |
| 2025-06-30 | $480k | 3.9k | 123.57 |
| 2025-03-31 | $346k | 2.9k | 119.71 |
| 2024-12-31 | $362k | 2.9k | 124.95 |
| 2024-06-30 | $404k | 3.6k | 113.47 |
| 2024-03-31 | $417k | 3.5k | 118.29 |
| 2023-12-31 | $397k | 3.5k | 114.02 |
| 2013-06-30 | $10k | 94 | 106.38 |
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