iShares S&P MidCap 400 Value Index shares owned by Western Pacific Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Western Pacific Wealth Management
from 13F filings
Historical chart of Western Pacific Wealth Management 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 Western Pacific Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $83k | 668 | 123.63 |
| 2024-06-30 | $76k | 668 | 113.47 |
| 2024-03-31 | $79k | 668 | 118.30 |
| 2023-12-31 | $76k | 667 | 114.04 |
| 2023-09-30 | $67k | 667 | 100.93 |
| 2023-06-30 | $72k | 667 | 107.13 |
| 2023-03-31 | $103k | 1.0k | 102.77 |
| 2022-12-31 | $101k | 1.0k | 100.80 |
| 2022-09-30 | $90k | 1.0k | 90.00 |
| 2022-06-30 | $94k | 1.0k | 94.00 |
| 2022-03-31 | $115k | 1.1k | 109.52 |
| 2021-12-31 | $110k | 1.0k | 110.00 |
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