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
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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
Download as csv Download as ExcelQuarterly 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 |
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