iShares S&P MidCap 400 Value Index shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc 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 Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $40k | 304 | 131.59 |
| 2025-09-30 | $39k | 304 | 129.72 |
| 2025-06-30 | $38k | 304 | 123.58 |
| 2025-03-31 | $36k | 304 | 119.73 |
| 2024-12-31 | $38k | 304 | 124.96 |
| 2024-09-30 | $38k | 304 | 123.62 |
| 2024-06-30 | $35k | 304 | 113.46 |
| 2024-03-31 | $36k | 304 | 118.29 |
| 2023-12-31 | $31k | 304 | 100.93 |
| 2023-09-30 | $31k | 304 | 100.93 |
| 2023-06-30 | $33k | 304 | 107.13 |
| 2023-03-31 | $31k | 304 | 102.77 |
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