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iShares S&P MidCap 400 Value Index shares owned by USA Financial Portformulas

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by USA Financial Portformulas from 13F filings

Historical chart of USA Financial Portformulas 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 USA Financial Portformulas 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 USA Financial Portformulas

Quarter filed Position value Share count Share price at filing
2025-03-31 $4.4M 37k 119.73
2023-09-30 $908 9 100.89
2023-06-30 $963 9 107.11
2023-03-31 $925 9 102.78
2022-09-30 $999 12 83.33
2022-06-30 $10k 109 91.74
2022-03-31 $9.0k 81 111.11
2021-12-31 $8.0k 68 117.65
2021-09-30 $5.0k 49 102.04
2021-06-30 $8.0k 73 109.59
2021-03-31 $7.0k 73 95.89
2016-12-31 $862k 5.9k 145.14