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iShares S&P MidCap 400 Value Index shares owned by Aspiriant

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

Historical chart of Aspiriant 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 Aspiriant 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 Aspiriant

Quarter filed Position value Share count Share price at filing
2024-03-31 $611k 5.2k 118.29
2023-12-31 $589k 5.2k 114.04
2023-09-30 $521k 5.2k 100.93
2023-06-30 $564k 5.3k 107.13
2023-03-31 $511k 5.0k 102.77
2022-12-31 $502k 5.0k 100.80
2022-09-30 $449k 5.0k 90.23
2022-06-30 $469k 5.0k 94.25
2022-03-31 $551k 5.0k 109.72
2021-12-31 $396k 3.6k 110.55

More positions owned by Aspiriant

Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Aspiriant

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
Evensky & Katz
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

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