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iShares S&P MidCap 400 Value Index shares owned by JNB Advisors

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

Historical chart of JNB Advisors 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 JNB Advisors 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 JNB Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $417k 3.5k 118.29
2023-12-31 $532k 4.7k 114.04
2023-09-30 $471k 4.7k 100.93
2023-06-30 $500k 4.7k 107.13
2023-03-31 $486k 4.7k 102.77
2022-12-31 $479k 4.8k 100.80
2022-09-30 $429k 4.8k 89.92
2022-06-30 $450k 4.8k 94.32
2022-03-31 $523k 4.8k 109.62
2021-12-31 $538k 4.9k 110.63
2021-09-30 $503k 4.9k 103.01
2021-06-30 $477k 4.5k 105.34
2021-03-31 $462k 4.5k 102.03
2020-12-31 $386k 4.5k 86.35
2020-09-30 $350k 2.6k 134.82
2020-06-30 $414k 3.1k 133.08
2020-03-31 $357k 3.3k 109.48

More positions owned by JNB Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr S&p 500 Etf Trust Etf (SPY)
Technology Select Sector Spdr Fund Etf (XLK)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Russell 1000 Value Etf Etf (IWD)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard Total Stock Market Etf Etf (VTI)
Financial Select Sector Spdr Fund Etf (XLF)
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)

View all positions for JNB Advisors

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