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iShares S&P MidCap 400 Value Index shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 100k 114.04
2023-09-30 $11M 104k 100.93
2023-06-30 $11M 103k 107.13
2023-03-31 $11M 103k 102.77
2022-12-31 $11M 106k 100.80
2022-09-30 $9.4M 105k 90.00
2022-06-30 $9.5M 101k 94.41
2022-03-31 $11M 100k 109.64
2021-12-31 $11M 100k 110.68
2021-09-30 $10M 98k 103.04
2021-03-31 $13M 130k 101.93
2020-09-30 $7.5M 56k 134.86
2020-06-30 $7.2M 54k 132.94
2020-03-31 $6.5M 59k 109.73
2019-12-31 $13M 78k 170.72
2019-09-30 $13M 79k 159.89
2019-06-30 $12M 75k 159.47
2019-03-31 $12M 75k 156.97
2018-12-31 $9.9M 72k 138.34
2018-09-30 $5.5M 33k 167.34
2018-06-30 $5.1M 31k 162.02
2018-03-31 $4.5M 29k 154.49
2017-12-31 $3.2M 20k 160.07
2017-09-30 $2.8M 18k 152.72
2017-06-30 $2.7M 18k 148.52
2017-03-31 $2.7M 18k 148.43