iShares S&P MidCap 400 Value Index shares owned by Vance Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Vance Wealth
from 13F filings
Historical chart of Vance Wealth 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 Vance Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 18k | 129.72 |
| 2025-06-30 | $2.3M | 19k | 123.58 |
| 2025-03-31 | $2.7M | 23k | 119.73 |
| 2024-12-31 | $3.1M | 25k | 124.96 |
| 2024-09-30 | $3.1M | 25k | 123.62 |
| 2024-06-30 | $3.0M | 27k | 113.46 |
| 2024-03-31 | $3.1M | 27k | 118.29 |
| 2023-12-31 | $3.1M | 27k | 114.04 |
| 2023-09-30 | $3.3M | 33k | 100.93 |
| 2023-06-30 | $3.4M | 32k | 107.13 |
| 2023-03-31 | $2.3M | 23k | 102.77 |
| 2022-12-31 | $2.0M | 20k | 100.80 |
| 2022-09-30 | $1.0M | 11k | 90.00 |
| 2022-06-30 | $373k | 4.0k | 94.31 |
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