iShares S&P MidCap 400 Value Index shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management 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 Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $712k | 5.5k | 129.74 |
| 2025-06-30 | $678k | 5.5k | 123.59 |
| 2025-03-31 | $657k | 5.5k | 119.74 |
| 2024-12-31 | $685k | 5.5k | 124.96 |
| 2024-09-30 | $678k | 5.5k | 123.62 |
| 2024-03-31 | $240k | 2.0k | 118.29 |
| 2023-12-31 | $625k | 5.5k | 114.04 |
| 2023-09-30 | $614k | 6.1k | 101.50 |
| 2023-06-30 | $678k | 6.3k | 107.13 |
| 2023-03-31 | $3.3M | 32k | 102.77 |
| 2022-12-31 | $3.2M | 32k | 100.80 |
| 2022-09-30 | $3.0M | 33k | 89.98 |
| 2022-06-30 | $4.7M | 50k | 94.39 |
| 2022-03-31 | $1.6M | 15k | 109.58 |
| 2021-12-31 | $1.7M | 15k | 110.65 |
| 2021-09-30 | $1.0M | 9.9k | 103.00 |
| 2021-06-30 | $681k | 6.5k | 105.24 |
| 2021-03-31 | $715k | 7.0k | 101.84 |
| 2020-12-31 | $429k | 5.0k | 86.20 |
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