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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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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
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