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iShares S&P MidCap 400 Value Index shares owned by Retirement Planning Co of New England

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Retirement Planning Co of New England from 13F filings

Historical chart of Retirement Planning Co of New England 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 Retirement Planning Co of New England 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 Retirement Planning Co of New England

Quarter filed Position value Share count Share price at filing
2024-09-30 $318k 2.6k 123.63
2024-06-30 $297k 2.6k 113.47
2024-03-31 $310k 2.6k 118.30
2023-12-31 $299k 2.6k 114.05
2023-09-30 $265k 2.6k 100.94
2023-06-30 $281k 2.6k 107.14
2023-03-31 $269k 2.6k 102.78
2022-12-31 $264k 2.6k 100.81
2022-09-30 $239k 2.7k 89.85
2022-06-30 $251k 2.7k 94.36
2022-03-31 $293k 2.7k 109.33
2021-12-31 $296k 2.7k 110.45