iShares S&P MidCap 400 Value Index shares owned by Westwood Holdings
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Westwood Holdings
from 13F filings
Historical chart of Westwood Holdings investment in iShares S&P MidCap 400 Value Index
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All positions including iShares S&P MidCap 400 Value Index held by Westwood Holdings consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Westwood Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $230k | 1.8k | 129.94 |
| 2025-06-30 | $219k | 1.8k | 123.58 |
| 2025-03-31 | $212k | 1.8k | 119.73 |
| 2024-12-31 | $221k | 1.8k | 124.96 |
| 2024-09-30 | $219k | 1.8k | 123.62 |
| 2024-06-30 | $201k | 1.8k | 113.46 |
| 2024-03-31 | $209k | 1.8k | 118.08 |
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