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iShares S&P MidCap 400 Value Index shares owned by Whitaker-Myers Wealth Managers

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

Historical chart of Whitaker-Myers Wealth Managers 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 Whitaker-Myers Wealth Managers 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 Whitaker-Myers Wealth Managers

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 16k 118.29
2023-12-31 $1.8M 16k 114.04
2023-09-30 $1.4M 14k 100.93
2023-06-30 $1.3M 12k 107.13
2023-03-31 $1.2M 12k 102.77
2022-12-31 $1.0M 10k 100.80

More positions owned by Whitaker-Myers Wealth Managers

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Wisdomtree Tr India Erngs Fd (EPI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Israel Etf (ISRA)
Sprott Physical Gold Tr Unit (PHYS)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Whitaker-Myers Wealth Managers

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