iShares S&P MidCap 400 Value Index shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $305k | 2.5k | 119.71 |
| 2024-12-31 | $17k | 136 | 124.96 |
| 2024-09-30 | $17k | 136 | 123.62 |
| 2024-06-30 | $15k | 136 | 113.46 |
| 2024-03-31 | $16k | 136 | 118.29 |
| 2023-12-31 | $16k | 136 | 114.04 |
| 2023-09-30 | $14k | 136 | 100.93 |
| 2023-06-30 | $15k | 136 | 107.13 |
| 2023-03-31 | $14k | 136 | 102.77 |
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