iShares S&P MidCap 400 Value Index shares owned by Royal Fund Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Royal Fund Management
from 13F filings
Historical chart of Royal Fund Management investment in iShares S&P MidCap 400 Value Index
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All positions including iShares S&P MidCap 400 Value Index held by Royal Fund Management 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 Royal Fund Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $325k | 2.6k | 123.61 |
| 2025-03-31 | $365k | 3.0k | 119.93 |
| 2024-12-31 | $392k | 3.1k | 125.22 |
| 2024-09-30 | $1.2M | 9.4k | 123.88 |
| 2024-06-30 | $2.2M | 19k | 114.47 |
| 2024-03-31 | $2.2M | 18k | 118.65 |
| 2023-12-31 | $1.8M | 16k | 114.47 |
| 2023-09-30 | $1.4M | 14k | 100.93 |
| 2023-06-30 | $6.7M | 62k | 107.13 |
| 2023-03-31 | $6.5M | 64k | 102.77 |
| 2022-12-31 | $6.5M | 64k | 100.80 |
| 2022-09-30 | $5.2M | 58k | 90.00 |
| 2022-06-30 | $5.2M | 55k | 94.40 |
| 2021-12-31 | $6.3M | 57k | 110.68 |
| 2021-09-30 | $8.0M | 78k | 103.04 |
| 2021-06-30 | $11M | 100k | 105.33 |
| 2021-03-31 | $10M | 102k | 101.92 |
| 2020-03-31 | $10k | 95 | 105.26 |
| 2017-03-31 | $19k | 132 | 143.94 |
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