iShares S&P MidCap 400 Value Index shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial 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 Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.2M | 34k | 123.62 |
2024-06-30 | $2.0M | 17k | 113.46 |
2024-03-31 | $785k | 6.6k | 118.29 |
2023-12-31 | $768k | 6.7k | 114.04 |
2023-09-30 | $565k | 5.6k | 100.93 |
2023-06-30 | $599k | 5.6k | 107.13 |
2023-03-31 | $575k | 5.6k | 102.77 |
2022-12-31 | $564k | 5.6k | 100.80 |
2022-09-30 | $476k | 5.3k | 89.98 |
2022-06-30 | $523k | 5.5k | 94.37 |
2022-03-31 | $608k | 5.5k | 109.71 |
2021-12-31 | $613k | 5.5k | 110.61 |
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