iShares S&P MidCap 400 Value Index shares owned by Waldron
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Waldron
from 13F filings
Historical chart of Waldron 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 Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $288k | 2.2k | 129.72 |
| 2025-06-30 | $274k | 2.2k | 123.58 |
| 2025-03-31 | $266k | 2.2k | 119.73 |
| 2024-12-31 | $277k | 2.2k | 124.96 |
| 2024-09-30 | $274k | 2.2k | 123.62 |
| 2024-06-30 | $249k | 2.2k | 113.46 |
| 2024-03-31 | $260k | 2.2k | 118.29 |
| 2023-12-31 | $239k | 2.1k | 114.04 |
| 2023-09-30 | $272k | 2.7k | 101.50 |
| 2023-06-30 | $228k | 2.1k | 107.13 |
| 2023-03-31 | $226k | 2.2k | 102.77 |
| 2022-12-31 | $545k | 6.1k | 89.85 |
| 2022-09-30 | $545k | 6.1k | 89.85 |
| 2022-06-30 | $1.1M | 12k | 94.33 |
| 2022-03-31 | $1.3M | 12k | 109.59 |
| 2021-12-31 | $1.3M | 12k | 110.60 |
| 2021-09-30 | $992k | 9.6k | 102.95 |
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