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iShares S&P MidCap 400 Value Index shares owned by Cambridge Advisors

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

Historical chart of Cambridge 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 Cambridge 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 Cambridge Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $613k 5.2k 118.29
2023-12-31 $591k 5.2k 114.04
2023-09-30 $525k 5.2k 100.93
2023-06-30 $557k 5.2k 107.13
2023-03-31 $538k 5.2k 102.77
2022-12-31 $539k 5.3k 100.80
2022-09-30 $481k 5.3k 90.04
2022-06-30 $504k 5.3k 94.35
2022-03-31 $586k 5.3k 109.70
2021-12-31 $591k 5.3k 110.63
2021-09-30 $550k 5.3k 102.96
2021-06-30 $563k 5.3k 105.39
2021-03-31 $545k 5.3k 102.02
2020-12-31 $461k 5.3k 86.23
2020-09-30 $360k 2.7k 134.68
2020-06-30 $355k 2.7k 132.81
2020-03-31 $396k 3.6k 109.76
2019-12-31 $616k 3.6k 170.73
2019-09-30 $578k 3.6k 160.02
2019-06-30 $576k 3.6k 159.47
2019-03-31 $567k 3.6k 156.98
2018-12-31 $500k 3.6k 138.43
2018-09-30 $604k 3.6k 167.22
2018-06-30 $586k 3.6k 161.92
2018-03-31 $559k 3.6k 154.46
2017-12-31 $579k 3.6k 159.99
2017-09-30 $553k 3.6k 152.80
2017-06-30 $538k 3.6k 148.66
2017-03-31 $537k 3.6k 148.38
2016-12-31 $476k 3.3k 145.17
2016-09-30 $421k 3.2k 132.89
2016-06-30 $407k 3.2k 128.11
2016-03-31 $394k 3.2k 124.02
2015-12-31 $372k 3.2k 117.09
2015-09-30 $366k 3.2k 115.20
2015-06-30 $417k 3.2k 128.94
2015-03-31 $420k 3.7k 113.82
2014-12-31 $347k 2.7k 127.86

More positions owned by Cambridge Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amgen (AMGN)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Cambridge Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Evensky & Katz
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

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