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iShares S&P MidCap 400 Value Index shares owned by Barber Financial

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Barber Financial from 13F filings

Historical chart of Barber Financial 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 Barber Financial 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 Barber Financial

Quarter filed Position value Share count Share price at filing
2023-03-31 $2.8M 27k 102.77
2022-12-31 $1.9M 19k 100.80
2022-09-30 $1.4M 15k 90.03
2022-06-30 $74M 783k 94.41
2022-03-31 $78M 711k 109.64
2021-12-31 $22M 203k 110.68
2021-09-30 $39M 375k 103.04
2021-06-30 $54M 511k 105.34
2021-03-31 $51M 496k 101.93

More positions owned by Barber Financial

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
Apple (AAPL)
Fs Kkr Capital Corp (FSK)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Pacer Fds Tr Us Chs Cws Gwt (BUL)
Ishares Tr Cre U S Reit Etf (USRT)

View all positions for Barber Financial

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Raymond James & Associates
Cullen Frost Bankers
Northern Trust
Northwestern Mutual Wealth Management Company
Evensky & Katz

View all funds holding iShares S&P MidCap 400 Value Index