iShares S&P MidCap 400 Value Index shares owned by Valley Forge Investment Consultants Inc Adv
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Valley Forge Investment Consultants Inc Adv
from 13F filings
Historical chart of Valley Forge Investment Consultants Inc Adv 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 Valley Forge Investment Consultants Inc Adv
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $686k | 5.5k | 123.58 |
| 2025-03-31 | $661k | 5.5k | 119.72 |
| 2024-12-31 | $688k | 5.5k | 124.96 |
| 2024-09-30 | $677k | 5.5k | 123.61 |
| 2024-06-30 | $618k | 5.4k | 113.47 |
| 2024-03-31 | $641k | 5.4k | 118.30 |
| 2023-12-31 | $719k | 6.3k | 114.05 |
| 2023-09-30 | $638k | 6.3k | 100.93 |
| 2023-06-30 | $822k | 7.7k | 107.13 |
| 2023-03-31 | $756k | 7.4k | 102.76 |
| 2022-12-31 | $739k | 7.3k | 100.80 |
| 2022-09-30 | $657k | 7.3k | 90.04 |
| 2022-06-30 | $694k | 7.4k | 94.38 |
| 2022-03-31 | $804k | 7.3k | 109.66 |
| 2021-12-31 | $809k | 7.3k | 110.66 |
| 2021-09-30 | $751k | 7.3k | 103.09 |
| 2021-06-30 | $780k | 7.4k | 105.35 |
| 2021-03-31 | $557k | 5.5k | 101.87 |
| 2020-12-31 | $525k | 6.1k | 86.26 |
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