Wescott Financial Advisory Group »

iShares S&P MidCap 400 Value Index shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $380k 3.8k 100.94
2023-06-30 $376k 3.5k 107.14
2023-03-31 $366k 3.6k 102.77
2022-12-31 $371k 3.7k 100.81
2022-09-30 $304k 3.4k 90.05
2022-06-30 $318k 3.4k 94.33
2022-03-31 $369k 3.4k 109.56

More positions owned by Wescott Financial Advisory Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Merck & Co (MRK)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Wescott Financial Advisory Group

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
Commonwealth Equity Services
G. W. Henssler & Associates
Willis Johnson & Associates
Jpmorgan Chase & Co

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