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iShares S&P MidCap 400 Value Index shares owned by Saxon Interests

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

Historical chart of Saxon Interests 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 Saxon Interests 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 Saxon Interests

Quarter filed Position value Share count Share price at filing
2024-03-31 $623k 5.3k 118.30
2023-12-31 $601k 5.3k 114.05
2023-06-30 $567k 5.3k 107.12
2023-03-31 $577k 5.6k 102.77
2022-12-31 $590k 5.7k 104.35
2022-09-30 $538k 5.7k 95.15
2022-06-30 $743k 7.9k 94.42
2022-03-31 $861k 7.9k 109.65
2021-12-31 $560k 5.0k 112.25

More positions owned by Saxon Interests

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Msci Jpn Etf New (EWJ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Chevron Corporation (CVX)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Saxon Interests

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
LPL Financial
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
G. W. Henssler & Associates
Willis Johnson & Associates

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