iShares S&P MidCap 400 Value Index shares owned by Portland Global Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Portland Global Advisors
from 13F filings
Historical chart of Portland Global 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 Portland Global 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 Portland Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $300k | 2.3k | 129.72 |
| 2025-06-30 | $286k | 2.3k | 123.58 |
| 2025-03-31 | $277k | 2.3k | 119.73 |
| 2024-12-31 | $289k | 2.3k | 124.96 |
| 2024-09-30 | $286k | 2.3k | 123.62 |
| 2024-06-30 | $265k | 2.3k | 113.46 |
| 2024-03-31 | $276k | 2.3k | 118.29 |
| 2023-06-30 | $207k | 1.9k | 107.03 |
| 2022-03-31 | $212k | 1.9k | 109.62 |
| 2021-12-31 | $214k | 1.9k | 110.65 |
| 2021-06-30 | $204k | 1.9k | 105.48 |
Top funds holding iShares S&P MidCap 400 Value Index
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