iShares S&P MidCap 400 Value Index shares owned by ValMark Advisers
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers 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 ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 13k | 123.62 |
| 2024-06-30 | $1.5M | 13k | 113.46 |
| 2024-03-31 | $1.5M | 13k | 118.29 |
| 2023-12-31 | $1.5M | 13k | 114.04 |
| 2023-09-30 | $1.3M | 13k | 100.93 |
| 2023-06-30 | $1.6M | 15k | 107.13 |
| 2023-03-31 | $1.4M | 14k | 102.77 |
| 2022-12-31 | $1.1M | 11k | 100.80 |
| 2022-09-30 | $866k | 9.6k | 90.00 |
| 2022-06-30 | $808k | 8.6k | 94.36 |
| 2022-03-31 | $534k | 4.9k | 109.61 |
| 2021-12-31 | $360k | 3.2k | 110.80 |
Top funds holding iShares S&P MidCap 400 Value Index
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