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
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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 |
|---|---|---|---|
| 2025-09-30 | $4.1M | 32k | 129.72 |
| 2025-06-30 | $3.9M | 31k | 124.65 |
| 2025-03-31 | $3.9M | 33k | 119.73 |
| 2024-12-31 | $3.9M | 31k | 124.96 |
| 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 |
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