iShares S&P MidCap 400 Value Index shares owned by Saxon Interests
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Saxon Interests
from 13F filings
Historical chart of Saxon Interests 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 Saxon Interests 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 Saxon Interests
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $677k | 5.2k | 130.38 |
| 2025-06-30 | $622k | 5.2k | 119.74 |
| 2025-03-31 | $622k | 5.2k | 119.74 |
| 2024-12-31 | $644k | 5.2k | 124.97 |
| 2024-09-30 | $638k | 5.2k | 123.63 |
| 2024-06-30 | $596k | 5.3k | 113.47 |
| 2024-03-31 | $623k | 5.3k | 118.30 |
| 2023-12-31 | $601k | 5.3k | 114.05 |
| 2023-06-30 | $567k | 5.3k | 107.12 |
| 2023-03-31 | $577k | 5.6k | 102.77 |
| 2022-12-31 | $590k | 5.7k | 104.35 |
| 2022-09-30 | $538k | 5.7k | 95.15 |
| 2022-06-30 | $743k | 7.9k | 94.42 |
| 2022-03-31 | $861k | 7.9k | 109.65 |
| 2021-12-31 | $560k | 5.0k | 112.25 |
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