iShares S&P MidCap 400 Value Index shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $393k | 3.2k | 123.61 |
| 2024-06-30 | $376k | 3.3k | 113.47 |
| 2024-03-31 | $392k | 3.3k | 118.30 |
| 2023-09-30 | $380k | 3.8k | 100.94 |
| 2023-06-30 | $376k | 3.5k | 107.14 |
| 2023-03-31 | $366k | 3.6k | 102.77 |
| 2022-12-31 | $371k | 3.7k | 100.81 |
| 2022-09-30 | $304k | 3.4k | 90.05 |
| 2022-06-30 | $318k | 3.4k | 94.33 |
| 2022-03-31 | $369k | 3.4k | 109.56 |
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