iShares S&P MidCap 400 Value Index shares owned by Presilium Private Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Presilium Private Wealth
from 13F filings
Historical chart of Presilium Private Wealth 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 Presilium Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 10k | 129.73 |
| 2025-06-30 | $1.2M | 9.9k | 123.59 |
| 2025-03-31 | $1.8M | 15k | 119.73 |
| 2024-12-31 | $2.4M | 19k | 124.96 |
| 2024-09-30 | $2.3M | 19k | 123.62 |
| 2024-06-30 | $2.2M | 19k | 113.46 |
| 2024-03-31 | $2.3M | 19k | 118.29 |
| 2023-12-31 | $2.3M | 20k | 114.04 |
| 2023-09-30 | $397k | 3.9k | 100.92 |
| 2023-06-30 | $420k | 3.9k | 107.12 |
| 2023-03-31 | $300k | 2.9k | 102.76 |
| 2022-12-31 | $294k | 2.9k | 100.79 |
Top funds holding iShares S&P MidCap 400 Value Index
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