iShares S&P MidCap 400 Value Index shares owned by Old Second Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Old Second Wealth Management
from 13F filings
Historical chart of Old Second Wealth Management investment in iShares S&P MidCap 400 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Value Index held by Old Second Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Old Second Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $339k | 2.7k | 124.96 |
| 2024-09-30 | $413k | 3.3k | 123.62 |
| 2024-06-30 | $379k | 3.3k | 113.46 |
| 2024-03-31 | $21k | 176 | 118.29 |
| 2023-12-31 | $20k | 176 | 114.04 |
| 2023-09-30 | $18k | 176 | 100.93 |
| 2023-06-30 | $19k | 176 | 107.13 |
| 2023-03-31 | $18k | 176 | 102.77 |
| 2022-12-31 | $18k | 176 | 100.80 |
| 2022-09-30 | $16k | 176 | 90.91 |
| 2022-06-30 | $17k | 176 | 96.59 |
| 2022-03-31 | $19k | 176 | 107.95 |
| 2021-12-31 | $15k | 176 | 85.23 |
| 2021-09-30 | $18k | 176 | 102.27 |
| 2021-06-30 | $19k | 176 | 107.95 |
| 2021-03-31 | $18k | 176 | 102.27 |
| 2020-12-31 | $15k | 176 | 85.23 |
| 2020-09-30 | $12k | 88 | 136.36 |
| 2020-06-30 | $12k | 88 | 136.36 |
| 2020-03-31 | $10k | 88 | 113.64 |
| 2019-12-31 | $15k | 88 | 170.45 |
| 2019-09-30 | $14k | 88 | 159.09 |
| 2019-06-30 | $14k | 88 | 159.09 |
| 2019-03-31 | $14k | 88 | 159.09 |
| 2018-12-31 | $12k | 88 | 136.36 |
| 2018-09-30 | $15k | 88 | 170.45 |
| 2018-06-30 | $14k | 88 | 159.09 |
| 2018-03-31 | $14k | 88 | 159.09 |
| 2017-12-31 | $14k | 88 | 159.09 |
| 2017-09-30 | $13k | 88 | 147.73 |
| 2017-06-30 | $13k | 88 | 147.73 |
| 2017-03-31 | $13k | 88 | 147.73 |
| 2016-12-31 | $13k | 88 | 147.73 |
| 2016-09-30 | $12k | 88 | 136.36 |
| 2016-06-30 | $11k | 88 | 125.00 |
| 2016-03-31 | $11k | 88 | 125.00 |
| 2015-12-31 | $10k | 88 | 113.64 |
| 2015-09-30 | $10k | 88 | 113.64 |
| 2015-06-30 | $11k | 88 | 125.00 |
| 2015-03-31 | $12k | 88 | 136.36 |
| 2014-12-31 | $11k | 88 | 125.00 |
More positions owned by Old Second Wealth Management
View all positions for Old Second Wealth Management
Top funds holding iShares S&P MidCap 400 Value Index
View all funds holding iShares S&P MidCap 400 Value Index