iShares S&P MidCap 400 Value Index shares owned by Wealth Advisory Solutions
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Wealth Advisory Solutions
from 13F filings
Historical chart of Wealth Advisory Solutions 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 Wealth Advisory Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $21M | 174k | 118.29 |
| 2023-12-31 | $18M | 155k | 114.04 |
| 2023-09-30 | $31M | 311k | 100.93 |
| 2023-06-30 | $17M | 159k | 107.13 |
| 2023-03-31 | $17M | 161k | 102.77 |
| 2022-12-31 | $2.0M | 20k | 100.80 |
| 2022-09-30 | $1.8M | 20k | 89.98 |
| 2022-06-30 | $4.0M | 42k | 94.41 |
| 2022-03-31 | $4.2M | 38k | 109.63 |
| 2021-09-30 | $3.2M | 31k | 103.05 |
| 2021-06-30 | $3.1M | 29k | 105.35 |
| 2021-03-31 | $3.0k | 28k | 0.11 |
| 2020-12-31 | $2.1M | 24k | 86.28 |
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