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iShares S&P MidCap 400 Value Index shares owned by Hartland & Co

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

Historical chart of Hartland & Co 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 Hartland & Co 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 Hartland & Co

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 16k 114.04
2023-09-30 $1.1M 11k 100.93
2023-06-30 $570k 5.3k 107.12
2023-03-31 $494k 4.8k 102.78
2022-12-31 $483k 4.8k 100.80
2022-09-30 $429k 4.8k 89.94
2022-06-30 $460k 4.9k 94.48
2022-03-31 $503k 4.6k 109.71
2021-12-31 $497k 4.5k 110.67
2021-09-30 $457k 4.4k 103.09
2021-06-30 $465k 4.4k 105.30
2021-03-31 $449k 4.4k 101.91
2020-12-31 $379k 4.4k 86.25
2020-09-30 $303k 2.2k 134.85
2020-06-30 $290k 2.2k 132.97
2020-03-31 $239k 2.2k 109.94
2019-12-31 $369k 2.2k 170.83
2019-09-30 $344k 2.2k 159.85
2019-06-30 $395k 2.5k 159.60
2019-03-31 $387k 2.5k 156.81
2018-12-31 $341k 2.5k 138.51
2018-09-30 $410k 2.4k 167.48
2018-06-30 $396k 2.4k 162.16
2018-03-31 $377k 2.4k 154.38
2017-12-31 $390k 2.4k 160.23
2017-09-30 $371k 2.4k 152.80
2017-06-30 $360k 2.4k 148.70
2017-03-31 $359k 2.4k 148.65
2016-12-31 $350k 2.4k 145.23

More positions owned by Hartland & Co

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Hartland & Co

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
Cullen Frost Bankers
Evensky & Katz
LPL Financial
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
G. W. Henssler & Associates
Willis Johnson & Associates

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