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iShares S&P MidCap 400 Value Index shares owned by Pegasus Partners

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

Historical chart of Pegasus Partners 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 Pegasus Partners 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 Pegasus Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $288k 2.4k 118.29
2023-12-31 $278k 2.4k 114.04
2022-03-31 $241k 2.2k 109.45
2019-12-31 $518k 3.0k 170.68
2019-09-30 $485k 3.0k 159.80
2019-06-30 $484k 3.0k 159.47
2019-03-31 $673k 4.3k 156.99

More positions owned by Pegasus Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Top 200 Etf (IWL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)

View all positions for Pegasus Partners

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
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

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