Stratos Wealth Advisors »

iShares S&P MidCap 400 Value Index shares owned by Stratos Wealth Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Stratos Wealth Advisors from 13F filings

Historical chart of Stratos Wealth Advisors 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 Stratos Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Stratos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 26k 123.62
2024-06-30 $2.1M 18k 113.46
2024-03-31 $686k 5.8k 118.31
2023-12-31 $205k 1.8k 114.05
2023-06-30 $214k 2.0k 107.13
2021-06-30 $429k 4.1k 105.41
2021-03-31 $415k 4.1k 101.97
2020-03-31 $22k 200 110.00