GW & Wade »

iShares S&P MidCap 400 Value Index shares owned by GW & Wade

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

Historical chart of GW & Wade 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 GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7M 41k 114.03
2023-09-30 $4.0M 39k 100.94
2023-06-30 $4.1M 38k 107.13
2023-03-31 $3.8M 37k 102.77
2022-12-31 $3.5M 35k 100.79
2022-09-30 $2.2M 25k 90.00
2022-06-30 $2.3M 24k 94.43
2022-03-31 $2.6M 24k 109.63
2021-12-31 $2.7M 24k 110.70
2021-09-30 $3.6M 35k 103.04
2021-06-30 $3.7M 35k 105.34
2021-03-31 $3.8M 38k 101.94
2020-12-31 $1.3M 15k 86.27

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

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