iShares S&P MidCap 400 Value Index shares owned by Prosperity Planning
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity Planning 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 Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.2M | 27k | 118.29 |
| 2023-12-31 | $3.1M | 27k | 114.04 |
| 2023-09-30 | $2.7M | 27k | 100.93 |
| 2023-06-30 | $3.0M | 28k | 107.13 |
| 2023-03-31 | $2.8M | 28k | 102.77 |
| 2022-12-31 | $2.5M | 28k | 89.38 |
| 2022-09-30 | $2.5M | 28k | 90.00 |
| 2022-06-30 | $2.1M | 21k | 100.07 |
| 2022-03-31 | $2.3M | 21k | 109.49 |
| 2021-12-31 | $2.3M | 21k | 110.70 |
| 2021-09-30 | $2.2M | 21k | 103.05 |
| 2021-06-30 | $2.2M | 21k | 105.34 |
| 2021-03-31 | $2.3M | 22k | 101.91 |
| 2020-12-31 | $2.0M | 23k | 86.29 |
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