iShares S&P MidCap 400 Value Index shares owned by TAGStone Capital
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by TAGStone Capital
from 13F filings
Historical chart of TAGStone Capital 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 TAGStone Capital 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 TAGStone Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 8.4k | 131.60 |
| 2025-09-30 | $1.1M | 8.3k | 129.73 |
| 2025-06-30 | $1.0M | 8.3k | 123.81 |
| 2025-03-31 | $986k | 8.2k | 119.76 |
| 2024-12-31 | $1.0M | 8.2k | 124.97 |
| 2024-09-30 | $1.0M | 8.2k | 123.65 |
| 2024-06-30 | $920k | 8.1k | 113.41 |
| 2024-03-31 | $955k | 8.1k | 118.28 |
| 2023-12-31 | $918k | 8.0k | 114.05 |
| 2023-09-30 | $808k | 8.0k | 101.44 |
| 2023-06-30 | $853k | 8.0k | 107.09 |
| 2023-03-31 | $816k | 7.9k | 102.78 |
| 2022-12-31 | $797k | 7.9k | 100.84 |
| 2022-09-30 | $702k | 7.8k | 89.95 |
| 2022-06-30 | $737k | 7.8k | 94.44 |
| 2022-03-31 | $852k | 7.8k | 109.61 |
| 2021-12-31 | $857k | 7.7k | 110.65 |
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