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

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

Historical chart of Johanson Financial 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 Johanson Financial 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 Johanson Financial Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $219k 2.0k 110.49
2021-09-30 $205k 2.0k 102.91
2021-06-30 $205k 2.0k 103.48
2021-03-31 $207k 2.0k 104.81
2019-12-31 $989k 168k 5.87

More positions owned by Johanson Financial Advisors

Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Blackrock Ultra (ICSH)
UnitedHealth (UNH)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Mastercard Incorporated Cl A (MA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)

View all positions for Johanson Financial 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
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co

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