iShares S&P MidCap 400 Value Index shares owned by Ratio Wealth Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Ratio Wealth Group
from 13F filings
Historical chart of Ratio Wealth Group 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 Ratio Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $414k | 3.5k | 118.28 |
| 2023-09-30 | $359k | 3.6k | 100.92 |
| 2023-06-30 | $381k | 3.6k | 107.12 |
| 2022-12-31 | $479k | 4.8k | 100.79 |
| 2022-09-30 | $320k | 3.6k | 90.00 |
| 2022-06-30 | $336k | 3.6k | 94.41 |
| 2022-03-31 | $390k | 3.6k | 109.64 |
| 2021-12-31 | $394k | 3.6k | 110.68 |
| 2021-09-30 | $622k | 6.0k | 103.04 |
| 2021-06-30 | $361k | 3.4k | 105.34 |
| 2021-03-31 | $350k | 3.4k | 101.93 |
| 2020-12-31 | $394k | 3.6k | 110.68 |
Top funds holding iShares S&P MidCap 400 Value Index
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