iShares S&P MidCap 400 Value Index shares owned by Smith Shellnut Wilson
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Smith Shellnut Wilson
from 13F filings
Historical chart of Smith Shellnut Wilson 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 Smith Shellnut Wilson consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Smith Shellnut Wilson
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 16k | 129.72 |
| 2025-06-30 | $2.0M | 17k | 123.58 |
| 2025-03-31 | $2.9M | 24k | 119.73 |
| 2024-12-31 | $2.9M | 24k | 124.96 |
| 2024-09-30 | $2.9M | 23k | 123.62 |
| 2024-06-30 | $2.6M | 23k | 113.46 |
| 2024-03-31 | $2.8M | 24k | 118.29 |
| 2023-12-31 | $2.8M | 24k | 114.04 |
| 2023-09-30 | $2.5M | 25k | 100.93 |
| 2023-06-30 | $2.7M | 25k | 107.13 |
| 2023-03-31 | $2.6M | 25k | 102.77 |
| 2022-12-31 | $2.5M | 25k | 100.80 |
| 2022-09-30 | $2.3M | 26k | 90.01 |
| 2022-06-30 | $2.5M | 27k | 94.43 |
| 2022-03-31 | $3.0M | 27k | 109.65 |
| 2021-12-31 | $3.4M | 31k | 110.68 |
| 2021-09-30 | $3.2M | 31k | 103.05 |
| 2021-06-30 | $3.2M | 30k | 105.35 |
| 2021-03-31 | $3.1M | 31k | 101.92 |
| 2020-12-31 | $2.8M | 33k | 86.31 |
| 2020-09-30 | $16k | 2.2k | 7.42 |
| 2020-06-30 | $2.1M | 16k | 132.92 |
| 2020-03-31 | $1.8M | 16k | 109.75 |
| 2019-12-31 | $2.7M | 16k | 170.75 |
| 2019-09-30 | $2.5M | 16k | 159.88 |
| 2019-06-30 | $2.5M | 16k | 159.45 |
| 2019-03-31 | $2.4M | 16k | 156.95 |
Top funds holding iShares S&P MidCap 400 Value Index
View all funds holding iShares S&P MidCap 400 Value Index