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iShares S&P MidCap 400 Value Index shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.7M 40k 118.29
2023-12-31 $3.1M 27k 114.04
2023-09-30 $2.6M 26k 100.93
2023-06-30 $3.2M 30k 107.13
2023-03-31 $3.1M 30k 102.77
2022-12-31 $3.0M 30k 100.80
2022-09-30 $2.7M 30k 90.02
2022-06-30 $2.8M 30k 94.42
2022-03-31 $3.0M 27k 109.63
2021-12-31 $1.2M 11k 110.69
2021-09-30 $887k 8.6k 103.01
2021-06-30 $592k 5.6k 105.32
2019-06-30 $11k 69 159.42
2018-03-31 $11k 75 146.67
2017-12-31 $12k 75 160.00
2017-09-30 $11k 75 146.67
2017-06-30 $11k 74 148.65