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

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

Historical chart of Alpha Financial 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 Alpha Financial 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 Alpha Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $377k 3.2k 118.29
2023-12-31 $363k 3.2k 114.04
2023-09-30 $417k 4.1k 100.93
2023-06-30 $443k 4.1k 107.13
2023-03-31 $425k 4.1k 102.77
2022-12-31 $417k 4.1k 100.80

More positions owned by Alpha Financial Advisors

Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Exponential Tech (XT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

View all positions for Alpha Financial Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Raymond James & Associates
Cullen Frost Bankers
Northern Trust
Northwestern Mutual Wealth Management Company
Evensky & Katz

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