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iShares S&P MidCap 400 Value Index shares owned by AdvicePeriod

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

Historical chart of AdvicePeriod 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 AdvicePeriod 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 AdvicePeriod

Quarter filed Position value Share count Share price at filing
2021-06-30 $465k 4.4k 105.39
2021-03-31 $448k 4.4k 101.98
2020-12-31 $412k 4.8k 86.25
2020-09-30 $333k 2.5k 134.76
2020-06-30 $337k 2.5k 132.89
2020-03-31 $522k 4.8k 109.71
2019-12-31 $437k 2.6k 171.10
2019-09-30 $480k 3.0k 160.16
2019-06-30 $255k 1.6k 159.77
2019-03-31 $261k 1.7k 157.51
2018-12-31 $219k 1.6k 139.05
2018-09-30 $365k 2.2k 167.82
2018-06-30 $201k 1.2k 162.10

More positions owned by AdvicePeriod

Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded No Amer Energy (EMLP)

View all positions for AdvicePeriod

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
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co

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