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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
2024-03-31 $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 S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Indl (XLI)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for AlphaStar Capital Management

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
Cullen Frost Bankers
Evensky & Katz
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