iShares S&P MidCap 400 Value Index shares owned by Wolff Financial Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Wolff Financial Management
from 13F filings
Historical chart of Wolff Financial 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 Wolff Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $526k | 4.0k | 131.59 |
| 2025-09-30 | $519k | 4.0k | 129.72 |
| 2025-06-30 | $494k | 4.0k | 123.50 |
| 2025-03-31 | $479k | 4.0k | 119.75 |
| 2024-12-31 | $500k | 4.0k | 125.00 |
| 2024-09-30 | $494k | 4.0k | 123.50 |
| 2024-03-31 | $473k | 4.0k | 118.25 |
| 2023-12-31 | $456k | 4.0k | 114.00 |
| 2023-09-30 | $404k | 4.0k | 101.00 |
| 2023-03-31 | $411k | 4.0k | 102.75 |
| 2022-12-31 | $403k | 4.0k | 100.75 |
| 2022-09-30 | $360k | 4.0k | 90.00 |
| 2022-06-30 | $378k | 4.0k | 94.50 |
| 2022-03-31 | $439k | 4.0k | 109.75 |
| 2021-12-31 | $443k | 4.0k | 110.75 |
| 2021-03-31 | $408k | 4.0k | 102.00 |
| 2020-12-31 | $345k | 4.0k | 86.25 |
| 2020-09-30 | $270k | 2.0k | 135.00 |
| 2020-06-30 | $266k | 2.0k | 133.00 |
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