iShares S&P MidCap 400 Value Index shares owned by Sowell Financial Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services 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 Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 13k | 129.72 |
| 2025-06-30 | $1.5M | 12k | 123.58 |
| 2025-03-31 | $1.3M | 11k | 119.73 |
| 2023-03-31 | $1.9M | 18k | 102.79 |
| 2021-06-30 | $1.7M | 17k | 105.36 |
| 2021-03-31 | $2.1M | 20k | 108.92 |
| 2020-12-31 | $88k | 1.0k | 86.02 |
| 2020-09-30 | $113k | 836 | 135.17 |
| 2020-06-30 | $111k | 836 | 132.78 |
| 2020-03-31 | $140k | 1.3k | 109.89 |
| 2019-12-31 | $281k | 1.6k | 170.72 |
| 2019-09-30 | $210k | 1.3k | 160.06 |
| 2017-12-31 | $231k | 1.4k | 162.68 |
| 2016-12-31 | $383k | 2.5k | 151.08 |
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