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iShares S&P MidCap 400 Value Index shares owned by Almanack Investment Partners

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

Historical chart of Almanack Investment Partners 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 Almanack Investment Partners 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 Almanack Investment Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 17k 118.29
2023-12-31 $2.0M 17k 114.04
2023-09-30 $1.7M 17k 100.93
2023-06-30 $1.8M 17k 107.13
2023-03-31 $1.8M 17k 102.77
2022-12-31 $1.7M 17k 100.80
2022-09-30 $3.1M 34k 90.61
2022-06-30 $2.1M 22k 94.41
2022-03-31 $2.4M 22k 109.62
2021-12-31 $2.4M 22k 110.68
2021-09-30 $2.2M 22k 103.02
2021-06-30 $2.3M 22k 105.36
2021-03-31 $2.2M 22k 101.92
2020-12-31 $1.9M 22k 86.30
2020-09-30 $1.7M 22k 78.92
2020-06-30 $1.5M 11k 132.91
2020-03-31 $1.2M 11k 109.72
2019-12-31 $1.9M 11k 170.76
2019-09-30 $1.7M 11k 159.95
2019-06-30 $1.7M 11k 159.47
2019-03-31 $1.7M 11k 156.93
2018-12-31 $1.5M 11k 138.31
2018-09-30 $1.7M 11k 160.04
2018-06-30 $1.8M 11k 162.05
2018-03-31 $1.7M 11k 154.49
2017-12-31 $1.7M 11k 160.13
2017-09-30 $1.7M 11k 152.70
2017-06-30 $1.6M 11k 148.58
2017-03-31 $1.6M 11k 148.49
2016-12-31 $1.6M 11k 145.19

More positions owned by Almanack Investment Partners

Ea Series Trust Gadsdn Dyn Mlt (GDMA)
Verizon Communications (VZ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Largecap Divd (DLN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Almanack Investment Partners

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