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iShares S&P MidCap 400 Value Index shares owned by Bromfield Sneider Wealth Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Bromfield Sneider Wealth Advisors from 13F filings

Historical chart of Bromfield Sneider Wealth Advisors 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 Bromfield Sneider Wealth Advisors 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 Bromfield Sneider Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $170k 1.4k 118.32
2023-12-31 $164k 1.4k 114.07
2023-09-30 $145k 1.4k 100.96
2023-06-30 $154k 1.4k 107.16
2023-03-31 $148k 1.4k 102.80
2022-12-31 $145k 1.4k 100.83
2022-09-30 $130k 1.4k 90.28
2022-06-30 $136k 1.4k 94.44
2022-03-31 $158k 1.4k 109.72

More positions owned by Bromfield Sneider Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Bromfield Sneider Wealth Advisors

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