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iShares S&P MidCap 400 Value Index shares owned by Mutual Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Mutual Advisors from 13F filings

Historical chart of Mutual Advisors 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 Mutual Advisors 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 Mutual Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 25k 118.29
2023-12-31 $230k 2.0k 114.02
2023-09-30 $225k 2.2k 100.91
2023-06-30 $3.3M 31k 107.13
2023-03-31 $214k 2.1k 102.78
2022-06-30 $1.7M 19k 94.38
2021-12-31 $8.3M 75k 110.68
2021-09-30 $5.4M 53k 103.05
2021-06-30 $7.4M 70k 105.34
2021-03-31 $6.6M 65k 101.92
2018-09-30 $963k 5.8k 167.27
2018-06-30 $945k 5.8k 162.04
2018-03-31 $837k 5.4k 154.51
2017-12-31 $708k 4.4k 160.07