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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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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Sequoia Financial Advisors

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