iShares S&P MidCap 400 Value Index shares owned by R. M. Davis
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by R. M. Davis
from 13F filings
Historical chart of R. M. Davis 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 R. M. Davis
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $206k | 1.9k | 107.12 |
| 2022-09-30 | $245k | 2.7k | 89.97 |
| 2022-06-30 | $235k | 2.5k | 94.61 |
| 2022-03-31 | $272k | 2.5k | 109.50 |
| 2021-09-30 | $204k | 2.0k | 102.82 |
| 2021-06-30 | $209k | 2.0k | 105.34 |
| 2021-03-31 | $253k | 2.5k | 102.10 |
| 2020-12-31 | $262k | 3.0k | 86.24 |
| 2020-09-30 | $205k | 1.5k | 134.96 |
| 2019-12-31 | $308k | 1.8k | 170.73 |
| 2019-09-30 | $224k | 1.4k | 159.54 |
| 2019-06-30 | $224k | 1.4k | 159.54 |
| 2019-03-31 | $220k | 1.4k | 156.70 |
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