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iShares S&P MidCap 400 Value Index shares owned by AlphaStar Capital Management

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

Historical chart of AlphaStar Capital 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 AlphaStar Capital 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 AlphaStar Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $259k 2.1k 123.65
2024-06-30 $232k 2.0k 113.48
2024-03-31 $241k 2.0k 118.29
2023-12-31 $232k 2.0k 114.04
2022-03-31 $2.3M 21k 109.64
2021-09-30 $1.7M 16k 108.68
2021-06-30 $886k 8.5k 104.20

More positions owned by AlphaStar Capital Management

Spdr Ser Tr Portfolio Sp500 (SPLG)
Spdr Ser Tr Prtflo Sp500 Gw (SPYG)
Spdr Ser Tr Prtflo Sp500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Sp400 (SPMD)
Ishares Tr Invt Grd Corp Bd (SGOV)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Technology (XLK)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Schwab Strategic Tr Int Trm Us Tres (SCHR)
Microsoft Corporation (MSFT)

View all positions for AlphaStar Capital Management

Top funds holding iShares S&P MidCap 400 Value Index

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

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