iShares S&P MidCap 400 Value Index shares owned by Rockwood Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Rockwood Wealth Management
from 13F filings
Historical chart of Rockwood 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 Rockwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303k | 2.3k | 129.75 |
| 2025-06-30 | $288k | 2.3k | 123.61 |
| 2025-03-31 | $280k | 2.3k | 119.75 |
| 2024-12-31 | $290k | 2.3k | 124.20 |
| 2024-09-30 | $289k | 2.3k | 123.65 |
| 2024-06-30 | $265k | 2.3k | 113.48 |
| 2024-03-31 | $277k | 2.3k | 118.31 |
| 2023-12-31 | $277k | 2.4k | 114.06 |
| 2023-09-30 | $250k | 2.5k | 100.94 |
| 2023-06-30 | $265k | 2.5k | 107.14 |
| 2023-03-31 | $253k | 2.5k | 102.76 |
| 2022-12-31 | $248k | 2.5k | 100.81 |
| 2022-09-30 | $218k | 2.4k | 90.01 |
| 2022-06-30 | $216k | 2.3k | 94.42 |
| 2022-03-31 | $250k | 2.3k | 109.66 |
| 2021-12-31 | $252k | 2.3k | 110.68 |
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