iShares S&P MidCap 400 Value Index shares owned by Total Wealth Planning
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth 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 Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $584k | 4.9k | 118.30 |
| 2023-12-31 | $604k | 5.3k | 114.04 |
| 2023-09-30 | $535k | 5.3k | 100.93 |
| 2023-06-30 | $587k | 5.5k | 107.13 |
| 2023-03-31 | $573k | 5.6k | 102.77 |
| 2022-12-31 | $566k | 5.6k | 100.80 |
| 2022-09-30 | $542k | 6.0k | 90.08 |
| 2022-06-30 | $589k | 6.2k | 94.44 |
| 2022-03-31 | $666k | 6.1k | 109.70 |
| 2021-12-31 | $475k | 3.0k | 156.97 |
| 2021-09-30 | $659k | 6.4k | 103.08 |
| 2021-06-30 | $673k | 6.4k | 105.27 |
| 2021-03-31 | $674k | 6.6k | 101.89 |
| 2020-12-31 | $587k | 6.8k | 86.34 |
| 2020-09-30 | $474k | 3.5k | 134.93 |
| 2020-06-30 | $477k | 3.6k | 132.87 |
| 2020-03-31 | $405k | 3.7k | 109.70 |
| 2019-12-31 | $515k | 3.0k | 170.70 |
| 2019-09-30 | $478k | 3.0k | 159.87 |
| 2019-06-30 | $477k | 3.0k | 159.53 |
| 2019-03-31 | $475k | 3.0k | 156.97 |
| 2018-12-31 | $430k | 3.1k | 138.17 |
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