iShares S&P MidCap 400 Value Index shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $22M | 178k | 123.64 |
| 2024-06-30 | $1.8M | 177k | 10.12 |
| 2024-03-31 | $441k | 3.7k | 118.30 |
| 2023-12-31 | $2.7M | 24k | 114.04 |
| 2023-09-30 | $18M | 181k | 101.51 |
| 2023-06-30 | $2.2M | 21k | 107.13 |
| 2023-03-31 | $2.0M | 20k | 102.77 |
| 2022-12-31 | $20M | 200k | 100.80 |
| 2022-09-30 | $208k | 2.3k | 89.77 |
| 2022-06-30 | $269k | 2.6k | 102.44 |
| 2022-03-31 | $25M | 225k | 109.64 |
| 2021-12-31 | $24M | 222k | 107.83 |
| 2021-09-30 | $1.2M | 11k | 103.06 |
| 2021-06-30 | $2.3M | 22k | 105.35 |
| 2021-03-31 | $2.7M | 25k | 107.52 |
| 2020-12-31 | $20M | 213k | 94.97 |
| 2020-03-31 | $801k | 7.3k | 109.80 |
| 2019-12-31 | $1.8M | 10k | 170.74 |
| 2019-09-30 | $22M | 137k | 159.90 |
| 2018-12-31 | $19M | 123k | 156.95 |
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