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iShares S&P MidCap 400 Value Index shares owned by Personal Capital Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Personal Capital Advisors from 13F filings

Historical chart of Personal Capital Advisors 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 Personal Capital Advisors 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 Personal Capital Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $386k 3.8k 100.79
2022-09-30 $294k 3.3k 90.05
2022-06-30 $308k 3.3k 94.33
2022-03-31 $344k 3.1k 109.52
2021-12-31 $368k 3.3k 110.81
2021-09-30 $351k 3.4k 103.11
2021-06-30 $300k 2.8k 105.37
2021-03-31 $282k 2.8k 101.84
2020-12-31 $214k 2.5k 86.50
2019-12-31 $271k 1.6k 170.87