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iShares S&P MidCap 400 Value Index shares owned by Capital Analysts

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

Historical chart of Capital Analysts 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 Capital Analysts 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 Capital Analysts

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 12k 114.06
2023-09-30 $1.2M 12k 100.90
2023-06-30 $1.2M 12k 107.08
2023-03-31 $1.2M 11k 102.78
2022-12-31 $1.2M 12k 100.80
2022-09-30 $1.3M 14k 90.00
2022-06-30 $1.4M 15k 94.42
2022-03-31 $1.5M 14k 106.38
2021-12-31 $2.3M 21k 110.68
2021-09-30 $1.5M 14k 103.00
2021-06-30 $1.6M 15k 105.36
2021-03-31 $1.5M 15k 101.90
2020-12-31 $1.3M 15k 86.33
2020-09-30 $1.0M 7.6k 134.88
2020-06-30 $1.0M 7.8k 132.95
2020-03-31 $562k 5.1k 109.79
2019-12-31 $1.2M 7.2k 170.66
2019-09-30 $1.1M 7.2k 159.87
2019-06-30 $1.7M 11k 159.42
2019-03-31 $1.1M 7.2k 156.91
2018-12-31 $972k 7.0k 138.30
2018-09-30 $1.5M 8.9k 167.30
2018-06-30 $1.4M 8.9k 162.04
2018-03-31 $912k 5.9k 154.50
2017-12-31 $320k 3.8k 83.57
2017-09-30 $970k 6.4k 152.68
2017-06-30 $954k 6.4k 148.56
2017-03-31 $962k 6.5k 148.46
2016-12-31 $14M 94k 145.21
2016-09-30 $12M 89k 133.00
2016-06-30 $11M 82k 128.05
2016-03-31 $9.4M 76k 124.04
2015-12-31 $8.7M 75k 117.20
2015-09-30 $8.2M 71k 115.35
2015-06-30 $8.5M 66k 128.96
2015-03-31 $8.0M 61k 130.95
2014-12-31 $7.5M 58k 127.83
2014-09-30 $6.6M 55k 120.31
2014-06-30 $6.3M 50k 126.92
2014-03-31 $5.6M 47k 120.42
2013-12-31 $5.6M 48k 116.23
2013-09-30 $4.9M 46k 108.02
2013-06-30 $4.3M 43k 101.27
2013-03-31 $3.6M 36k 100.89
2012-12-31 $2.4M 28k 88.14

More positions owned by Capital Analysts

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Capital Analysts

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
Commonwealth Equity Services
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co

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