iShares S&P MidCap 400 Value Index shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning 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 Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 137k | 123.62 |
| 2024-06-30 | $15M | 132k | 113.46 |
| 2024-03-31 | $15M | 130k | 118.29 |
| 2023-12-31 | $15M | 128k | 114.04 |
| 2023-09-30 | $13M | 126k | 100.93 |
| 2023-06-30 | $13M | 124k | 107.13 |
| 2023-03-31 | $12M | 116k | 102.77 |
| 2022-12-31 | $11M | 114k | 100.80 |
| 2022-09-30 | $10M | 111k | 90.00 |
| 2022-06-30 | $9.5M | 101k | 94.41 |
| 2022-03-31 | $11M | 97k | 109.64 |
| 2021-12-31 | $11M | 95k | 110.68 |
| 2021-09-30 | $9.6M | 94k | 103.04 |
| 2021-06-30 | $9.7M | 92k | 105.34 |
| 2021-03-31 | $9.5M | 94k | 101.93 |
| 2020-12-31 | $8.1M | 94k | 86.30 |
More positions owned by Sterling Financial Planning
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Top funds holding iShares S&P MidCap 400 Value Index
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