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iShares S&P MidCap 400 Value Index shares owned by Alesco Advisors

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

Historical chart of Alesco Advisors 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 Alesco Advisors 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 Alesco Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 90k 114.04
2023-09-30 $23M 228k 100.93
2023-06-30 $25M 234k 107.13
2023-03-31 $24M 236k 102.77
2022-12-31 $26M 254k 100.80
2022-09-30 $26M 287k 90.00
2022-06-30 $29M 307k 94.41
2022-03-31 $35M 319k 109.64
2021-12-31 $35M 320k 110.68
2021-09-30 $34M 334k 103.04
2021-06-30 $35M 334k 105.34
2021-03-31 $34M 338k 101.93
2020-12-31 $31M 364k 86.30
2020-09-30 $27M 198k 134.86
2020-06-30 $30M 225k 132.94
2020-03-31 $33M 305k 109.75
2019-12-31 $55M 324k 170.73
2019-09-30 $52M 323k 159.90
2019-06-30 $47M 297k 159.47
2019-03-31 $47M 298k 156.97
2018-12-31 $41M 297k 138.34
2018-09-30 $49M 290k 167.33
2018-06-30 $43M 267k 162.03
2018-03-31 $38M 246k 154.50
2017-12-31 $37M 233k 160.11
2017-09-30 $34M 226k 152.73
2017-06-30 $32M 218k 148.55
2017-03-31 $28M 191k 148.45
2016-12-31 $21M 142k 145.21
2016-09-30 $7.4M 56k 133.00
2016-06-30 $3.5M 27k 128.03
2016-03-31 $3.5M 28k 124.04
2015-12-31 $3.4M 29k 117.20
2015-09-30 $3.5M 30k 115.34
2015-06-30 $3.8M 30k 128.95
2015-03-31 $4.0M 30k 130.94
2014-12-31 $4.0M 32k 127.82
2014-09-30 $3.8M 32k 120.30
2014-06-30 $4.1M 32k 126.93
2014-03-31 $3.9M 32k 120.42
2013-12-31 $3.6M 31k 116.24
2013-09-30 $3.5M 32k 108.01
2013-06-30 $3.3M 33k 101.27
2013-03-31 $3.9M 38k 100.89
2012-12-31 $4.1M 47k 88.14
2012-09-30 $4.1M 49k 85.02
2012-06-30 $3.5M 43k 81.63
2012-03-31 $4.0M 47k 85.40
2011-12-31 $4.0M 52k 75.97
2011-09-30 $3.6M 54k 66.00
2011-06-30 $4.5M 53k 83.99
2011-03-31 $6.1M 71k 86.19
2010-12-31 $7.3M 92k 79.46

More positions owned by Alesco Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Us Treas Bd Etf (GOVT)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Alesco Advisors

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

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