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iShares S&P MidCap 400 Value Index shares owned by Pacific Financial Group

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

Historical chart of Pacific Financial 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 Pacific Financial 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 Pacific Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 15k 114.04
2023-09-30 $1.5M 15k 100.93
2023-06-30 $1.6M 15k 107.13
2023-03-31 $1.5M 15k 102.77
2022-12-31 $1.5M 15k 100.80
2022-09-30 $1.3M 14k 90.02
2022-06-30 $1.5M 16k 94.39
2022-03-31 $1.9M 17k 109.66
2021-12-31 $1.8M 16k 112.19
2021-09-30 $1.6M 15k 103.06
2021-06-30 $1.5M 14k 105.31
2021-03-31 $1.3M 12k 101.95
2020-12-31 $1.1M 12k 86.29
2020-09-30 $683k 5.1k 134.82
2020-06-30 $529k 4.8k 109.71
2020-03-31 $529k 4.8k 109.71
2019-12-31 $830k 4.9k 170.78
2019-09-30 $792k 5.0k 159.48
2019-06-30 $757k 4.8k 156.96
2019-03-31 $757k 4.8k 156.96
2018-12-31 $663k 4.8k 138.41
2016-06-30 $571k 4.5k 128.14
2015-12-31 $438k 3.7k 117.27
2015-09-30 $428k 3.7k 115.39
2015-06-30 $418k 3.2k 128.93
2015-03-31 $424k 3.2k 130.99
2014-12-31 $406k 3.2k 127.75
2014-09-30 $382k 3.2k 120.43
2014-06-30 $385k 3.0k 126.90
2014-03-31 $365k 3.0k 120.54
2013-12-31 $350 28 12.50
2013-09-30 $313k 2.9k 107.75
2013-06-30 $322k 3.2k 101.04
2012-12-31 $268k 3.0k 88.16
2012-09-30 $288k 3.4k 85.11
2012-06-30 $276k 3.4k 81.56
2012-03-31 $771k 9.0k 85.39
2011-12-31 $837k 11k 76.02

More positions owned by Pacific Financial Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Pacific Financial 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
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