iShares S&P MidCap 400 Value Index shares owned by Newport Wealth Strategies
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Newport Wealth Strategies
from 13F filings
Historical chart of Newport Wealth Strategies 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 Newport Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $204k | 2.0k | 103.03 |
| 2021-06-30 | $209k | 2.0k | 105.56 |
| 2021-03-31 | $202k | 2.0k | 102.02 |
| 2020-03-31 | $226k | 1.9k | 119.58 |
| 2019-12-31 | $319k | 1.9k | 168.78 |
| 2019-09-30 | $302k | 1.9k | 159.79 |
| 2019-06-30 | $299k | 1.9k | 158.20 |
| 2019-03-31 | $302k | 1.9k | 159.79 |
| 2018-12-31 | $274k | 1.9k | 144.97 |
| 2018-09-30 | $297k | 1.9k | 152.62 |
| 2018-06-30 | $315k | 1.9k | 161.87 |
| 2018-03-31 | $309k | 2.0k | 154.35 |
| 2017-12-31 | $325k | 2.0k | 162.34 |
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