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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Wolff Financial Management 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 Wolff Financial Management

Quarter filed Position value Share count Share price at filing
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