iShares S&P MidCap 400 Value Index shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares 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 PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $328k | 2.7k | 123.61 |
| 2024-06-30 | $300k | 2.6k | 113.47 |
| 2024-03-31 | $312k | 2.6k | 118.29 |
| 2023-12-31 | $301k | 2.6k | 114.04 |
| 2023-09-30 | $265k | 2.6k | 100.94 |
| 2023-06-30 | $282k | 2.6k | 107.15 |
| 2023-03-31 | $270k | 2.6k | 102.78 |
| 2022-12-31 | $264k | 2.6k | 100.81 |
| 2022-09-30 | $235k | 2.6k | 90.04 |
| 2022-06-30 | $246k | 2.6k | 94.25 |
| 2022-03-31 | $286k | 2.6k | 109.75 |
| 2021-12-31 | $288k | 2.6k | 110.64 |
| 2021-09-30 | $267k | 2.6k | 102.93 |
| 2021-06-30 | $273k | 2.6k | 105.24 |
| 2021-03-31 | $264k | 2.6k | 101.77 |
| 2020-12-31 | $224k | 2.6k | 86.35 |
| 2020-03-31 | $221k | 2.0k | 109.73 |
| 2019-12-31 | $344k | 2.0k | 170.80 |
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