iShares S&P MidCap 400 Value Index shares owned by StoneCrest Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by StoneCrest Wealth Management
from 13F filings
Historical chart of StoneCrest Wealth Management 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 StoneCrest Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Value Index by StoneCrest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $836k | 6.4k | 129.72 |
| 2025-06-30 | $803k | 6.5k | 123.58 |
| 2025-03-31 | $797k | 6.7k | 119.73 |
| 2024-12-31 | $865k | 6.9k | 124.96 |
| 2024-09-30 | $873k | 7.1k | 123.62 |
| 2024-06-30 | $881k | 7.8k | 113.46 |
| 2024-03-31 | $1.7M | 15k | 118.29 |
| 2023-12-31 | $1.7M | 15k | 114.04 |
More positions owned by StoneCrest Wealth Management
View all positions for StoneCrest Wealth Management
Top funds holding iShares S&P MidCap 400 Value Index
View all funds holding iShares S&P MidCap 400 Value Index