iShares S&P MidCap 400 Value Index shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital 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 SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $21M | 185k | 114.04 |
| 2023-09-30 | $19M | 188k | 100.93 |
| 2023-06-30 | $10M | 97k | 107.13 |
| 2023-03-31 | $1.7M | 16k | 102.77 |
| 2022-12-31 | $24M | 241k | 100.80 |
| 2022-09-30 | $23M | 255k | 90.00 |
| 2022-06-30 | $83k | 881 | 94.21 |
| 2022-03-31 | $37M | 340k | 109.64 |
| 2021-12-31 | $3.0M | 27k | 110.68 |
| 2021-09-30 | $3.1M | 30k | 103.05 |
| 2021-06-30 | $3.5M | 33k | 105.35 |
| 2020-12-31 | $111k | 1.3k | 86.38 |
| 2020-09-30 | $87k | 642 | 135.51 |
| 2020-06-30 | $85k | 639 | 133.02 |
| 2020-03-31 | $146k | 1.3k | 110.02 |
| 2019-12-31 | $343k | 2.0k | 170.82 |
| 2019-09-30 | $318k | 2.0k | 159.80 |
| 2019-06-30 | $317k | 2.0k | 159.30 |
| 2018-12-31 | $318k | 2.3k | 138.56 |
| 2018-09-30 | $572k | 3.4k | 167.30 |
Top funds holding iShares S&P MidCap 400 Value Index
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