iShares S&P MidCap 400 Value Index shares owned by SOL Capital Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by SOL Capital Management
from 13F filings
Historical chart of SOL Capital Management 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 SOL Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.9M | 33k | 118.28 |
| 2023-12-31 | $3.9M | 34k | 114.04 |
| 2023-09-30 | $3.8M | 38k | 100.92 |
| 2023-06-30 | $4.2M | 39k | 107.13 |
| 2023-03-31 | $3.8M | 37k | 102.77 |
| 2022-12-31 | $3.6M | 36k | 100.80 |
| 2022-09-30 | $3.1M | 34k | 90.01 |
| 2022-06-30 | $3.2M | 34k | 94.41 |
| 2022-03-31 | $3.6M | 33k | 109.64 |
| 2021-12-31 | $3.7M | 33k | 110.67 |
| 2021-09-30 | $3.3M | 32k | 103.05 |
| 2021-06-30 | $3.3M | 31k | 105.35 |
| 2021-03-31 | $3.2M | 31k | 101.94 |
| 2020-12-31 | $2.6M | 30k | 86.31 |
| 2020-09-30 | $2.0M | 15k | 134.87 |
| 2020-06-30 | $2.0M | 15k | 132.95 |
| 2020-03-31 | $2.0M | 18k | 109.74 |
| 2019-12-31 | $3.4M | 20k | 170.71 |
| 2019-09-30 | $3.2M | 20k | 159.91 |
| 2019-06-30 | $3.2M | 20k | 159.46 |
| 2019-03-31 | $3.2M | 20k | 156.97 |
| 2018-12-31 | $2.0M | 15k | 138.31 |
| 2018-09-30 | $2.5M | 15k | 167.35 |
| 2018-06-30 | $1.8M | 11k | 162.03 |
| 2018-03-31 | $1.4M | 9.4k | 154.46 |
| 2017-12-31 | $697k | 4.4k | 160.05 |
| 2017-09-30 | $395k | 2.6k | 152.80 |
| 2017-06-30 | $261k | 1.8k | 148.72 |
| 2017-03-31 | $203k | 1.4k | 148.72 |
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