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iShares S&P MidCap 400 Value Index shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth Management 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 Zrc Wealth Management 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $36k 304 118.29
2023-12-31 $31k 304 100.93
2023-09-30 $31k 304 100.93
2023-06-30 $33k 304 107.13
2023-03-31 $31k 304 102.77

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Zrc Wealth Management

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
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