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iShares S&P MidCap 400 Value Index shares owned by Valley Forge Investment Consultants Inc Adv

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Valley Forge Investment Consultants Inc Adv from 13F filings

Historical chart of Valley Forge Investment Consultants Inc Adv 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 Valley Forge Investment Consultants Inc Adv 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 Valley Forge Investment Consultants Inc Adv

Quarter filed Position value Share count Share price at filing
2024-03-31 $641k 5.4k 118.30
2023-12-31 $719k 6.3k 114.05
2023-09-30 $638k 6.3k 100.93
2023-06-30 $822k 7.7k 107.13
2023-03-31 $756k 7.4k 102.76
2022-12-31 $739k 7.3k 100.80
2022-09-30 $657k 7.3k 90.04
2022-06-30 $694k 7.4k 94.38
2022-03-31 $804k 7.3k 109.66
2021-12-31 $809k 7.3k 110.66
2021-09-30 $780k 7.4k 105.35
2021-06-30 $780k 7.4k 105.35
2021-03-31 $557k 5.5k 101.87
2020-12-31 $525k 6.1k 86.26

More positions owned by Valley Forge Investment Consultants Inc Adv

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core S&p Us Vlu (IUSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Valley Forge Investment Consultants Inc Adv

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
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

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