iShares S&P MidCap 400 Value Index shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment 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 Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 25k | 129.72 |
| 2025-06-30 | $2.9M | 24k | 123.58 |
| 2025-03-31 | $2.6M | 22k | 119.73 |
| 2024-12-31 | $2.6M | 21k | 124.96 |
| 2024-09-30 | $3.8M | 31k | 123.62 |
| 2024-06-30 | $3.4M | 30k | 113.46 |
| 2024-03-31 | $3.3M | 28k | 118.29 |
| 2023-12-31 | $3.1M | 27k | 114.04 |
| 2023-09-30 | $2.9M | 29k | 100.93 |
| 2023-06-30 | $3.0M | 28k | 107.13 |
| 2023-03-31 | $2.8M | 28k | 102.77 |
| 2022-12-31 | $2.8M | 28k | 100.80 |
| 2022-09-30 | $3.6M | 40k | 89.99 |
| 2022-06-30 | $3.8M | 40k | 94.42 |
| 2022-03-31 | $5.5M | 51k | 109.64 |
| 2021-12-31 | $5.4M | 49k | 110.69 |
| 2021-09-30 | $6.6M | 64k | 103.04 |
| 2021-06-30 | $6.1M | 58k | 105.35 |
| 2021-03-31 | $4.7M | 46k | 101.94 |
| 2020-12-31 | $634k | 7.3k | 86.31 |
| 2020-09-30 | $399k | 3.0k | 134.98 |
| 2020-06-30 | $399k | 3.0k | 133.09 |
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