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iShares S&P MidCap 400 Value Index shares owned by Revolve Wealth Partners

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Revolve Wealth Partners from 13F filings

Historical chart of Revolve Wealth Partners 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 Revolve Wealth Partners 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 Revolve Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 1.7k 123.62
2024-03-31 $213k 1.8k 118.29
2023-12-31 $208k 1.8k 114.04
2023-06-30 $206k 1.9k 107.13
2022-06-30 $254k 2.7k 94.46
2022-03-31 $323k 2.9k 109.71
2021-12-31 $346k 3.1k 110.79