iShares S&P MidCap 400 Value Index shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners 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 Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $547k | 4.6k | 118.29 |
| 2023-12-31 | $527k | 4.6k | 114.04 |
| 2023-09-30 | $637k | 6.3k | 100.93 |
| 2023-06-30 | $673k | 6.3k | 106.62 |
| 2023-03-31 | $648k | 6.3k | 102.77 |
| 2022-12-31 | $652k | 6.5k | 100.80 |
| 2022-09-30 | $621k | 6.9k | 90.01 |
| 2022-06-30 | $651k | 6.9k | 94.36 |
| 2022-03-31 | $756k | 6.9k | 109.58 |
| 2021-12-31 | $764k | 6.9k | 110.74 |
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