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iShares S&P MidCap 400 Value Index shares owned by Dumont & Blake Investment Advisors

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

Historical chart of Dumont & Blake Investment 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 Dumont & Blake Investment 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 Dumont & Blake Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 18k 118.29
2023-12-31 $2.0M 18k 114.03
2023-09-30 $1.8M 18k 100.91
2023-06-30 $1.9M 18k 107.16
2023-03-31 $1.8M 17k 102.78
2022-12-31 $1.8M 18k 100.82
2022-09-30 $1.6M 18k 90.00
2022-06-30 $1.7M 18k 94.42
2022-03-31 $2.0M 18k 109.66
2021-12-31 $2.0M 18k 110.68
2021-09-30 $1.8M 18k 103.04
2021-06-30 $1.8M 18k 105.36
2021-03-31 $1.8M 17k 101.93
2020-12-31 $1.4M 17k 86.28
2020-09-30 $1.1M 8.4k 134.92
2020-06-30 $1.1M 7.9k 132.89
2020-03-31 $2.7M 25k 109.77
2019-12-31 $4.4M 26k 170.74
2019-09-30 $4.0M 25k 159.89
2019-06-30 $3.7M 24k 159.48
2019-03-31 $3.6M 23k 156.97
2018-12-31 $3.2M 23k 138.33
2018-09-30 $4.4M 26k 167.34
2018-06-30 $4.0M 25k 162.05
2018-03-31 $1.3M 8.6k 154.46
2017-12-31 $1.4M 8.4k 160.15
2017-09-30 $1.3M 8.4k 152.75
2017-06-30 $1.2M 8.4k 148.55
2017-03-31 $1.2M 8.4k 148.46
2016-12-31 $1.2M 8.4k 145.25
2016-09-30 $1.1M 8.2k 133.03
2016-06-30 $991k 8.0k 124.09
2016-03-31 $991k 8.0k 124.09
2015-12-31 $948k 8.1k 117.15
2015-09-30 $885k 7.7k 115.28
2015-06-30 $1.0M 7.9k 129.01
2015-03-31 $1.9M 14k 130.92
2014-12-31 $1.7M 14k 127.86
2014-09-30 $1.6M 13k 120.30
2014-06-30 $1.7M 13k 126.88
2014-03-31 $1.5M 13k 120.45
2013-12-31 $1.3M 12k 116.25
2013-09-30 $1.5M 14k 108.04
2013-06-30 $1.4M 14k 101.29
2013-03-31 $1.3M 13k 100.86
2012-12-31 $1.1M 13k 88.14
2012-09-30 $1.1M 13k 85.01
2012-06-30 $1.0M 13k 81.64
2012-03-31 $937k 11k 85.38
2011-12-31 $724k 9.5k 75.97
2011-09-30 $599k 9.1k 66.01
2011-03-31 $1.1M 12k 86.16

More positions owned by Dumont & Blake Investment Advisors

SPDR S&P 500 ETF Trust Ind (SPY)
Invesco QQQ Trust Series 1 Ind (QQQ)
Invesco S&P 500 Equal Weight E Ind (RSP)
Microsoft Corporation (MSFT)
Apple (AAPL)
SPDR S&P MidCap 400 ETF Trust Ind (MDY)
iShares DJ Select Dividend Ind Etf (DVY)
Schwab S&P 500 Index Fund Ind (SWPPX)
iShares Russell 2000 Index Fun Ind (IWM)
Vanguard High Dividend Yield E Etf (VYM)
iShares Russell Microcap Index Ind (IWC)
iShares S&P 500 Growth Etf (IVW)
iShares S&P Smallcap 600/BARRA Etf (IJT)
Amazon (AMZN)
iShares MSCI EAFE Index Etf (EFA)

View all positions for Dumont & Blake Investment 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