iShares S&P MidCap 400 Value Index shares owned by Nikulski Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Nikulski Financial
from 13F filings
Historical chart of Nikulski Financial 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 Nikulski Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.7M | 30k | 124.96 |
| 2024-09-30 | $3.7M | 30k | 123.62 |
| 2024-06-30 | $3.5M | 30k | 113.46 |
| 2024-03-31 | $3.6M | 30k | 118.29 |
| 2023-12-31 | $3.5M | 31k | 114.04 |
| 2023-09-30 | $3.1M | 31k | 100.93 |
| 2023-06-30 | $3.3M | 31k | 107.13 |
| 2023-03-31 | $3.2M | 31k | 102.77 |
| 2022-12-31 | $3.0M | 30k | 100.80 |
| 2022-09-30 | $2.3M | 26k | 90.00 |
| 2022-06-30 | $2.4M | 26k | 94.42 |
| 2022-03-31 | $2.8M | 25k | 109.66 |
| 2021-12-31 | $2.7M | 24k | 110.68 |
| 2021-09-30 | $2.4M | 23k | 103.03 |
| 2021-06-30 | $2.4M | 23k | 104.17 |
| 2021-03-31 | $2.4M | 24k | 101.95 |
| 2020-12-31 | $2.0M | 15k | 134.88 |
| 2020-09-30 | $2.0M | 15k | 134.88 |
| 2020-06-30 | $2.0M | 15k | 132.94 |
| 2020-03-31 | $1.7M | 15k | 109.73 |
| 2019-12-31 | $2.8M | 17k | 166.81 |
| 2019-09-30 | $2.7M | 17k | 157.80 |
| 2019-06-30 | $2.7M | 17k | 158.33 |
| 2019-03-31 | $2.7M | 17k | 156.98 |
| 2018-12-31 | $2.7M | 19k | 138.34 |
| 2018-09-30 | $3.0M | 19k | 152.48 |
| 2018-06-30 | $3.2M | 20k | 162.03 |
| 2018-03-31 | $3.1M | 20k | 154.49 |
| 2017-12-31 | $3.1M | 19k | 160.09 |
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