iShares S&P MidCap 400 Value Index shares owned by Capital Square
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Capital Square
from 13F filings
Historical chart of Capital Square 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 Capital Square
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $351k | 3.0k | 118.29 |
| 2023-06-30 | $339k | 3.2k | 107.13 |
| 2023-03-31 | $316k | 3.2k | 99.76 |
| 2022-12-31 | $319k | 3.2k | 100.80 |
| 2022-09-30 | $303k | 3.4k | 89.86 |
| 2022-06-30 | $318k | 3.4k | 94.31 |
| 2022-03-31 | $369k | 3.4k | 109.43 |
| 2021-12-31 | $374k | 3.4k | 110.91 |
| 2021-09-30 | $354k | 3.4k | 104.98 |
| 2021-06-30 | $351k | 3.4k | 104.09 |
| 2021-03-31 | $351k | 3.4k | 104.09 |
| 2020-12-31 | $291k | 3.4k | 86.30 |
| 2020-09-30 | $227k | 1.7k | 134.64 |
| 2020-06-30 | $224k | 1.7k | 132.86 |
| 2020-03-31 | $185k | 1.7k | 109.73 |
| 2019-12-31 | $287k | 1.7k | 170.23 |
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