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

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

Historical chart of Revolve Wealth 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 Revolve Wealth 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 Revolve Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $213k 1.8k 118.29
2023-12-31 $208k 1.8k 114.04
2023-06-30 $206k 1.9k 107.13
2022-06-30 $254k 2.7k 94.46
2022-03-31 $323k 2.9k 109.71
2021-12-31 $346k 3.1k 110.79

More positions owned by Revolve Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ea Series Trust Intl Quan Value (IVAL)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
RBB Us Treas 3 Mnth (TBIL)
Ea Series Trust Us Quan Momentum (QMOM)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Ea Series Trust Sparkline Intang (ITAN)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Wisdomtree Tr Us Largecap Divd (DLN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Intl Qulty Div (IQDG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Revolve Wealth Partners

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Raymond James & Associates
Cullen Frost Bankers
Northern Trust
Evensky & Katz
LPL Financial
Midland Wealth Advisors
Bank of New York Mellon

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