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iShares S&P MidCap 400 Value Index shares owned by American Financial & Tax Strategies

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

Historical chart of American Financial & Tax Strategies 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 American Financial & Tax Strategies 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 American Financial & Tax Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $603k 4.9k 123.62
2024-06-30 $555k 4.9k 113.46
2024-03-31 $579k 4.9k 118.29
2023-12-31 $559k 4.9k 114.04

More positions owned by American Financial & Tax Strategies

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard World Mega Grwth Ind (MGK)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Morningstar Grwt (ILCG)
Graniteshares Etf Tr Bbg Commd K 1 (COMB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for American Financial & Tax Strategies

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