iShares S&P MidCap 400 Value Index shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners 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 Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $325k | 2.8k | 114.04 |
| 2023-09-30 | $287k | 2.8k | 100.93 |
| 2023-06-30 | $305k | 2.8k | 107.13 |
| 2023-03-31 | $315k | 3.1k | 102.77 |
| 2022-12-31 | $289k | 2.9k | 100.80 |
| 2022-09-30 | $306k | 3.4k | 90.05 |
| 2022-06-30 | $338k | 3.6k | 94.49 |
| 2022-03-31 | $444k | 4.0k | 109.71 |
| 2021-12-31 | $461k | 4.2k | 110.58 |
| 2021-09-30 | $430k | 4.2k | 103.14 |
| 2021-06-30 | $537k | 5.1k | 105.31 |
| 2021-03-31 | $538k | 5.3k | 101.87 |
| 2020-12-31 | $456k | 5.3k | 86.35 |
| 2020-09-30 | $420k | 3.1k | 134.70 |
| 2020-06-30 | $415k | 3.1k | 133.10 |
| 2020-03-31 | $633k | 5.8k | 109.80 |
| 2019-12-31 | $2.9M | 17k | 170.75 |
| 2019-09-30 | $3.2M | 20k | 159.89 |
| 2019-06-30 | $2.2M | 14k | 159.44 |
| 2019-03-31 | $1.4M | 8.7k | 157.02 |
| 2018-03-31 | $459k | 3.1k | 148.40 |
| 2017-12-31 | $324k | 2.0k | 160.08 |
| 2017-09-30 | $367k | 2.4k | 152.85 |
| 2017-06-30 | $403k | 2.7k | 148.60 |
| 2017-03-31 | $453k | 3.1k | 148.38 |
| 2016-12-31 | $2.5M | 17k | 145.18 |
| 2016-09-30 | $2.9M | 22k | 133.00 |
| 2016-06-30 | $5.5M | 43k | 128.06 |
| 2016-03-31 | $387k | 3.1k | 124.04 |
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