Flaharty Asset Management »

iShares S&P MidCap 400 Value Index shares owned by Flaharty Asset Management

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

Historical chart of Flaharty Asset Management 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 Flaharty Asset Management 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 Flaharty Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 90k 114.04
2023-09-30 $9.1M 91k 100.93
2023-06-30 $9.4M 87k 107.13
2023-03-31 $17M 169k 102.77
2022-12-31 $17M 168k 100.80
2022-09-30 $15M 170k 90.00
2022-06-30 $16M 165k 94.41
2022-03-31 $20M 178k 109.64
2021-12-31 $19M 169k 110.68
2021-09-30 $17M 168k 103.04
2021-06-30 $17M 164k 105.34
2021-03-31 $17M 163k 101.93
2020-12-31 $15M 168k 86.30
2020-09-30 $12M 88k 134.86
2020-06-30 $13M 97k 132.94
2020-03-31 $11M 100k 109.74
2019-12-31 $17M 99k 170.73
2019-09-30 $16M 98k 159.90
2019-06-30 $16M 97k 159.47
2019-03-31 $16M 100k 156.97
2018-12-31 $14M 102k 138.34
2018-09-30 $9.1M 54k 166.29
2018-06-30 $8.5M 53k 162.03
2018-03-31 $7.0M 46k 150.85
2017-12-31 $421k 3.6k 116.56
2017-09-30 $481k 3.1k 153.48
2017-06-30 $489 3 163.33
2017-03-31 $469k 3.2k 146.15

More positions owned by Flaharty Asset Management

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exchange Traded Fd T Divid Achievev (PFM)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Global X Fds Us Pfd Etf (PFFD)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
First Tr Exchange-traded Multi Asset Di (MDIV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr S&p Divid Etf (SDY)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr U.s. Med Dvc Etf (IHI)
American Centy Etf Tr Diversifid Crp (KORP)

View all positions for Flaharty Asset Management

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
G. W. Henssler & Associates
Willis Johnson & Associates
Jpmorgan Chase & Co

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