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iShares S&P MidCap 400 Value Index shares owned by FC Advisory

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

Historical chart of FC Advisory 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 FC Advisory 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 FC Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $541k 4.6k 118.30
2023-12-31 $531k 4.7k 114.04
2023-09-30 $363k 3.6k 100.92
2023-06-30 $407k 3.8k 107.12
2023-03-31 $368k 3.6k 102.76
2022-12-31 $369k 3.7k 100.81
2022-09-30 $325k 3.6k 89.93
2022-06-30 $236k 2.5k 94.55
2022-03-31 $273k 2.5k 109.82
2021-12-31 $264k 2.4k 110.51
2021-09-30 $244k 2.4k 103.21
2021-06-30 $249k 2.4k 105.33
2021-03-31 $239k 2.3k 101.79
2020-12-31 $203k 2.3k 86.46

More positions owned by FC Advisory

Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Broad Usd High (USHY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Msci Total (IXUS)
Ssga Active Etf Tr Blackstone Senr (SRLN)

View all positions for FC Advisory

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