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

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

Historical chart of Cardiff Park 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 Cardiff Park 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 Cardiff Park Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 9.0k 114.04
2023-09-30 $905k 9.0k 100.93
2023-06-30 $961k 9.0k 107.13
2023-03-31 $922k 9.0k 102.77
2022-12-31 $904k 9.0k 100.80
2022-09-30 $957k 11k 90.01
2022-06-30 $1.0M 11k 94.44
2022-03-31 $1.2M 11k 109.62
2021-12-31 $1.2M 11k 110.69

More positions owned by Cardiff Park Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Meta Platforms Cl A (META)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Cardiff Park 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