iShares S&P MidCap 400 Value Index shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 13k | 129.72 |
| 2025-06-30 | $1.7M | 14k | 123.58 |
| 2025-03-31 | $1.9M | 16k | 119.73 |
| 2024-12-31 | $2.0M | 16k | 124.96 |
| 2024-09-30 | $1.9M | 16k | 123.62 |
| 2024-06-30 | $1.8M | 16k | 113.46 |
| 2024-03-31 | $1.9M | 16k | 118.29 |
| 2023-12-31 | $1.9M | 17k | 114.04 |
| 2023-09-30 | $1.5M | 15k | 100.93 |
| 2023-06-30 | $1.6M | 15k | 107.13 |
| 2023-03-31 | $1.8M | 17k | 102.77 |
| 2022-12-31 | $1.7M | 17k | 100.80 |
| 2022-09-30 | $1.5M | 16k | 89.95 |
| 2022-06-30 | $1.5M | 16k | 94.36 |
| 2022-03-31 | $1.7M | 16k | 109.63 |
| 2021-12-31 | $1.7M | 16k | 110.61 |
| 2021-09-30 | $1.5M | 15k | 103.00 |
| 2021-06-30 | $1.6M | 15k | 105.32 |
| 2021-03-31 | $1.6M | 16k | 101.91 |
| 2020-12-31 | $1.5M | 16k | 94.40 |
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