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

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

Historical chart of Cobblestone Capital 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 Cobblestone Capital 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 Cobblestone Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $531k 4.7k 114.04
2023-09-30 $470k 4.7k 100.93
2023-06-30 $505k 4.7k 107.13
2023-03-31 $484k 4.7k 102.77
2022-12-31 $488k 4.8k 100.80
2022-09-30 $454k 5.0k 90.10
2022-06-30 $475k 5.0k 94.43
2022-03-31 $551k 5.0k 109.54
2021-12-31 $557k 5.0k 110.74
2021-09-30 $518k 5.0k 102.98
2021-06-30 $530k 5.0k 105.37
2021-03-31 $538k 5.3k 101.89
2020-12-31 $528k 6.1k 86.27
2020-09-30 $413k 3.1k 134.97
2020-06-30 $407k 3.1k 133.01
2020-03-31 $356k 3.2k 109.71
2019-12-31 $436k 2.6k 170.65
2019-09-30 $409k 2.6k 160.08
2019-06-30 $373k 2.3k 159.40
2019-03-31 $367k 2.3k 156.84
2018-12-31 $324k 2.3k 138.46
2018-09-30 $392k 2.3k 167.52
2018-06-30 $287k 1.8k 162.15
2018-03-31 $273k 1.8k 154.24
2017-12-31 $300k 1.9k 160.00
2017-09-30 $317k 2.1k 152.77
2017-06-30 $333k 2.2k 148.66
2017-03-31 $333k 2.2k 148.66
2016-12-31 $325k 2.2k 145.09
2016-09-30 $231k 1.7k 132.76
2016-06-30 $223k 1.7k 128.16
2016-03-31 $216k 1.7k 124.14

More positions owned by Cobblestone Capital Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Us Treas Bd Etf (GOVT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Visa Com Cl A (V)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Markel Corporation (MKL)

View all positions for Cobblestone Capital 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
Commonwealth Equity Services
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co

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