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iShares S&P MidCap 400 Value Index shares owned by Independent Family Office

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

Historical chart of Independent Family Office 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 Independent Family Office 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 Independent Family Office

Quarter filed Position value Share count Share price at filing
2024-03-31 $367k 3.1k 118.29
2023-12-31 $354k 3.1k 114.04
2023-09-30 $313k 3.1k 100.93
2023-06-30 $332k 3.1k 107.13

More positions owned by Independent Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ptc (PTC)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Toast Cl A (TOST)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Tips Bd Etf (TIP)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Independent Family Office

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