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iShares S&P MidCap 400 Value Index shares owned by Kowal Investment Group

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

Historical chart of Kowal Investment Group 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 Kowal Investment Group 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 Kowal Investment Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $200k 1.7k 118.26
2021-09-30 $155k 1.5k 103.33

More positions owned by Kowal Investment Group

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Morningstar Divid L SHS (FDL)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Tech Alphadex (FXL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

View all positions for Kowal Investment Group

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
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