iShares S&P MidCap 400 Value Index shares owned by Pathstone Family Office
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Pathstone Family Office
from 13F filings
Historical chart of Pathstone Family Office 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 Pathstone Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $26M | 256k | 100.93 |
| 2023-06-30 | $27M | 254k | 107.13 |
| 2023-03-31 | $26M | 254k | 102.77 |
| 2022-12-31 | $204k | 2.5k | 81.76 |
| 2020-12-31 | $23k | 270 | 85.19 |
| 2019-06-30 | $1.2M | 7.3k | 159.26 |
| 2019-03-31 | $943k | 6.0k | 156.77 |
| 2017-06-30 | $305k | 2.1k | 148.78 |
| 2017-03-31 | $304k | 2.1k | 148.29 |
| 2016-12-31 | $298k | 2.1k | 145.37 |
| 2014-03-31 | $6.0k | 47 | 127.66 |
| 2013-12-31 | $6.0k | 47 | 127.66 |
| 2013-09-30 | $5.0k | 47 | 106.38 |
| 2013-06-30 | $5.0k | 47 | 106.38 |
| 2012-12-31 | $12k | 140 | 85.71 |
| 2012-03-31 | $12k | 140 | 85.71 |
| 2011-12-31 | $11k | 140 | 78.57 |
| 2011-09-30 | $9.0k | 140 | 64.29 |
| 2011-06-30 | $12k | 140 | 85.71 |
| 2011-03-31 | $11k | 140 | 78.57 |
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