iShares S&P MidCap 400 Value Index shares owned by Willner & Heller
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Willner & Heller
from 13F filings
Historical chart of Willner & Heller 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 Willner & Heller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $338k | 2.6k | 129.73 |
| 2025-06-30 | $320k | 2.6k | 123.57 |
| 2025-03-31 | $309k | 2.6k | 119.72 |
| 2024-12-31 | $321k | 2.6k | 124.97 |
| 2024-09-30 | $316k | 2.6k | 123.61 |
| 2024-06-30 | $289k | 2.5k | 113.45 |
| 2024-03-31 | $299k | 2.5k | 118.29 |
| 2023-12-31 | $288k | 2.5k | 114.05 |
| 2022-12-31 | $255k | 2.5k | 100.78 |
| 2022-09-30 | $225k | 2.5k | 89.89 |
| 2022-06-30 | $235k | 2.5k | 94.57 |
| 2022-03-31 | $273k | 2.5k | 110.66 |
| 2021-12-31 | $253k | 2.5k | 103.06 |
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