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iShares S&P MidCap 400 Value Index shares owned by Schneider Downs Wealth Management Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Schneider Downs Wealth Management Advisors from 13F filings

Historical chart of Schneider Downs Wealth Management Advisors investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Schneider Downs Wealth Management Advisors 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 Schneider Downs Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $473k 3.8k 123.62
2024-06-30 $434k 3.8k 113.46
2024-03-31 $453k 3.8k 118.29
2023-12-31 $437k 3.8k 114.04
2023-09-30 $386k 3.8k 100.93
2023-06-30 $467k 4.4k 107.13
2023-03-31 $448k 4.4k 102.77
2022-12-31 $440k 4.4k 100.80
2022-03-31 $206k 1.9k 109.81
2021-12-31 $208k 1.9k 110.87
2019-06-30 $289k 1.8k 159.23
2019-03-31 $288k 1.8k 156.69
2018-12-31 $247k 1.8k 138.07
2018-09-30 $226k 1.4k 167.04
2018-06-30 $219k 1.4k 161.86
2018-03-31 $209k 1.4k 154.47
2017-12-31 $217k 1.4k 160.38
2017-09-30 $243k 1.6k 152.83
2017-06-30 $236k 1.6k 148.61
2017-03-31 $769k 5.2k 148.46
2016-12-31 $752k 5.2k 145.20
2016-09-30 $673k 5.1k 132.98
2016-06-30 $648k 5.1k 128.09
2016-03-31 $738k 6.0k 124.01
2015-12-31 $796k 6.8k 117.18