iShares S&P MidCap 400 Value Index shares owned by SPC Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by SPC Financial
from 13F filings
Historical chart of SPC Financial 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 SPC Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 165k | 129.72 |
| 2025-06-30 | $20M | 165k | 123.58 |
| 2025-03-31 | $20M | 165k | 119.73 |
| 2024-12-31 | $21M | 164k | 124.96 |
| 2024-09-30 | $20M | 161k | 123.62 |
| 2024-06-30 | $19M | 166k | 113.46 |
| 2024-03-31 | $20M | 166k | 118.29 |
| 2023-12-31 | $19M | 164k | 114.04 |
| 2023-09-30 | $17M | 168k | 100.93 |
| 2023-06-30 | $18M | 169k | 107.13 |
| 2023-03-31 | $17M | 167k | 102.77 |
| 2022-12-31 | $16M | 158k | 100.80 |
| 2022-09-30 | $14M | 159k | 90.00 |
| 2022-06-30 | $15M | 159k | 94.41 |
| 2022-03-31 | $18M | 161k | 109.64 |
| 2021-12-31 | $19M | 170k | 110.68 |
| 2021-09-30 | $18M | 170k | 103.04 |
| 2021-06-30 | $18M | 169k | 105.34 |
| 2021-03-31 | $20M | 192k | 101.93 |
| 2020-12-31 | $17M | 192k | 86.30 |
| 2020-09-30 | $13M | 94k | 134.86 |
| 2020-06-30 | $13M | 100k | 132.94 |
| 2020-03-31 | $9.6M | 88k | 109.75 |
| 2019-12-31 | $15M | 89k | 170.73 |
| 2019-09-30 | $14M | 87k | 159.90 |
| 2019-06-30 | $14M | 87k | 159.47 |
| 2019-03-31 | $14M | 87k | 156.96 |
| 2018-12-31 | $12M | 86k | 138.34 |
| 2018-09-30 | $13M | 75k | 167.33 |
| 2018-06-30 | $12M | 74k | 162.03 |
| 2018-03-31 | $11M | 74k | 154.49 |
| 2017-12-31 | $12M | 72k | 160.11 |
| 2017-09-30 | $11M | 71k | 152.72 |
| 2017-06-30 | $11M | 71k | 148.56 |
| 2017-03-31 | $11M | 71k | 148.46 |
| 2016-12-31 | $9.0M | 62k | 145.21 |
| 2016-09-30 | $7.8M | 59k | 132.99 |
| 2016-06-30 | $7.6M | 59k | 128.05 |
| 2016-03-31 | $7.5M | 60k | 124.04 |
| 2015-12-31 | $6.6M | 57k | 117.21 |
| 2015-09-30 | $6.2M | 54k | 115.35 |
| 2015-06-30 | $6.4M | 50k | 128.96 |
| 2015-03-31 | $6.7M | 51k | 130.95 |
| 2014-12-31 | $6.5M | 51k | 127.84 |
| 2014-09-30 | $5.7M | 48k | 120.32 |
| 2014-06-30 | $5.9M | 47k | 126.91 |
| 2014-03-31 | $5.6M | 47k | 120.42 |
| 2013-12-31 | $6.5M | 56k | 116.23 |
| 2013-09-30 | $6.0M | 55k | 108.03 |
| 2013-06-30 | $5.6M | 56k | 101.27 |
| 2013-03-31 | $5.3M | 53k | 100.89 |
| 2012-12-31 | $4.5M | 51k | 88.15 |
| 2012-09-30 | $4.4M | 52k | 85.01 |
| 2012-06-30 | $4.3M | 52k | 81.62 |
| 2012-03-31 | $4.2M | 49k | 85.41 |
| 2011-12-31 | $3.6M | 48k | 75.98 |
| 2011-09-30 | $3.0M | 46k | 66.00 |
| 2011-06-30 | $3.4M | 40k | 84.00 |
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