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iShares S&P MidCap 400 Value Index shares owned by Argent Wealth Management

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

Historical chart of Argent Wealth 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 Argent Wealth 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 Argent Wealth Management

Quarter filed Position value Share count Share price at filing
2020-06-30 $4.6M 32k 144.66
2020-03-31 $3.1M 29k 108.93
2019-12-31 $4.3M 25k 170.73

More positions owned by Argent Wealth Management

TechTarget (TTGT)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Ibonds Dec22 Etf
Ishares Tr Ibonds Dec21 Etf
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Ibonds Dec20 Etf
Apple (AAPL)
Ishares Tr Ibonds Dec23 Etf
Ishares Tr Usa Quality Fctr (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Fltg Rate Nt Etf (FLOT)

View all positions for Argent Wealth Management

Top funds holding iShares S&P MidCap 400 Value Index

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
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company

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