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iShares S&P MidCap 400 Value Index shares owned by Ruggaard & Associates

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

Historical chart of Ruggaard & Associates 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 Ruggaard & Associates 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 Ruggaard & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $230k 1.9k 118.27
2023-12-31 $222k 1.9k 114.04

More positions owned by Ruggaard & Associates

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Ibonds 2026 Term (IBHF)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
American Centy Etf Tr Us Quality Grow (QGRO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Ruggaard & Associates

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
Ameriprise Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Raymond James & Associates
Cullen Frost Bankers
Northern Trust
Northwestern Mutual Wealth Management Company
Evensky & Katz
LPL Financial

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