iShares S&P MidCap 400 Value Index shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $408k | 3.3k | 123.62 |
| 2024-06-30 | $366k | 3.2k | 113.46 |
| 2024-03-31 | $381k | 3.2k | 118.29 |
| 2023-12-31 | $545k | 4.8k | 114.04 |
| 2023-09-30 | $474k | 4.7k | 100.93 |
| 2023-06-30 | $503k | 4.7k | 107.13 |
| 2023-03-31 | $483k | 4.7k | 102.77 |
| 2022-12-31 | $473k | 4.7k | 100.80 |
| 2022-09-30 | $282k | 3.1k | 90.00 |
| 2022-06-30 | $296k | 3.1k | 94.41 |
| 2022-03-31 | $387k | 3.5k | 109.95 |
| 2021-12-31 | $1.4M | 13k | 110.69 |
| 2021-09-30 | $1.3M | 13k | 103.02 |
| 2021-06-30 | $1.4M | 13k | 105.34 |
| 2021-03-31 | $1.1M | 11k | 101.90 |
| 2020-12-31 | $945k | 11k | 86.33 |
| 2020-09-30 | $738k | 5.5k | 134.84 |
| 2020-06-30 | $728k | 5.5k | 133.02 |
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