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iShares S&P MidCap 400 Value Index shares owned by Trail Ridge Investment Advisors

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

Historical chart of Trail Ridge Investment 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 Trail Ridge Investment Advisors 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 Trail Ridge Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 30k 124.25
2024-06-30 $3.2M 29k 113.46
2024-03-31 $3.5M 29k 118.29
2023-12-31 $3.1M 28k 114.04
2023-09-30 $2.8M 27k 100.93
2023-06-30 $2.9M 28k 107.13
2023-03-31 $2.8M 28k 102.77
2022-12-31 $3.0M 29k 100.80
2022-09-30 $3.0M 29k 104.36
2022-06-30 $2.4M 26k 94.42
2022-03-31 $2.9M 27k 109.66
2021-12-31 $2.5M 23k 110.69