iShares S&P MidCap 400 Value Index shares owned by Sound Income Strategies
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Sound Income Strategies
from 13F filings
Historical chart of Sound Income Strategies investment in iShares S&P MidCap 400 Value Index
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All positions including iShares S&P MidCap 400 Value Index held by Sound Income Strategies 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 Sound Income Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $261k | 2.0k | 129.23 |
| 2025-06-30 | $324k | 2.6k | 123.59 |
| 2025-03-31 | $465k | 3.9k | 119.72 |
| 2024-12-31 | $0 | 0 | 0.00 |
| 2024-09-30 | $9.8k | 79 | 124.35 |
| 2024-06-30 | $2.8M | 25k | 113.46 |
| 2024-03-31 | $2.3M | 19k | 118.29 |
| 2021-03-31 | $11k | 104 | 102.13 |
| 2020-12-31 | $9.0k | 104 | 86.54 |
| 2020-09-30 | $7.0k | 52 | 134.62 |
| 2020-06-30 | $7.0k | 51 | 137.25 |
| 2020-03-31 | $6.0k | 51 | 117.65 |
| 2019-12-31 | $9.0k | 51 | 176.47 |
| 2019-09-30 | $8.0k | 50 | 160.00 |
| 2019-06-30 | $24k | 149 | 161.07 |
| 2019-03-31 | $8.0k | 50 | 160.00 |
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