iShares S&P MidCap 400 Value Index shares owned by Sather Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Sather Financial
from 13F filings
Historical chart of Sather Financial 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 Sather Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 9.2k | 124.96 |
| 2024-09-30 | $1.1M | 9.2k | 123.62 |
| 2024-06-30 | $1.0M | 9.2k | 113.46 |
| 2024-03-31 | $1.1M | 9.2k | 118.29 |
| 2023-12-31 | $1.1M | 9.4k | 114.04 |
| 2023-09-30 | $953k | 9.4k | 100.93 |
| 2023-06-30 | $1.0M | 9.4k | 107.13 |
| 2023-03-31 | $970k | 9.4k | 102.77 |
| 2022-12-31 | $952k | 9.4k | 100.80 |
| 2022-09-30 | $850k | 9.4k | 90.04 |
| 2022-06-30 | $891k | 9.4k | 94.39 |
| 2022-03-31 | $1.0M | 9.4k | 109.64 |
| 2021-12-31 | $1.0M | 9.4k | 110.70 |
| 2021-09-30 | $973k | 9.4k | 103.07 |
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