Asset Managment »

iShares S&P MidCap 400 Value Index shares owned by Asset Managment

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

Historical chart of Asset Managment 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 Asset Managment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Asset Managment

Quarter filed Position value Share count Share price at filing
2023-09-30 $9.1M 90k 100.93
2023-06-30 $9.7M 90k 107.13
2023-03-31 $9.3M 91k 102.77
2022-12-31 $9.2M 92k 100.80
2022-09-30 $8.2M 91k 90.00
2022-06-30 $8.7M 93k 94.41
2022-03-31 $10M 92k 109.64
2021-12-31 $10M 93k 110.68
2021-09-30 $9.5M 92k 103.04
2021-06-30 $9.9M 94k 105.34
2021-03-31 $9.9M 97k 101.93
2020-12-31 $8.4M 97k 86.30
2020-09-30 $6.5M 49k 134.87
2020-06-30 $6.5M 49k 132.94
2020-03-31 $5.3M 48k 109.75
2019-12-31 $8.3M 49k 170.74
2019-09-30 $7.7M 48k 159.91
2019-06-30 $7.9M 50k 159.47
2019-03-31 $7.9M 50k 156.96
2018-12-31 $7.2M 52k 138.35
2018-09-30 $8.8M 52k 167.33
2018-06-30 $8.5M 52k 162.03
2018-03-31 $8.1M 53k 154.50
2017-12-31 $8.4M 53k 160.11
2017-09-30 $8.1M 53k 152.74
2017-06-30 $8.2M 55k 148.55
2017-03-31 $8.2M 55k 148.45
2016-12-31 $8.3M 57k 145.20
2016-09-30 $7.6M 57k 133.01
2016-06-30 $7.4M 58k 128.06
2016-03-31 $7.3M 59k 124.03
2015-12-31 $6.9M 59k 117.20
2015-09-30 $6.8M 59k 115.35
2015-06-30 $7.6M 59k 128.97
2015-03-31 $7.7M 59k 130.95
2014-12-31 $7.6M 59k 127.83
2014-09-30 $7.1M 59k 120.31
2014-06-30 $7.5M 59k 126.91
2014-03-31 $7.1M 59k 120.42
2013-12-31 $7.0M 60k 116.23
2013-09-30 $6.5M 61k 108.01
2013-06-30 $6.2M 61k 101.26
2011-12-31 $5.2M 68k 75.99

More positions owned by Asset Managment

Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Apple (AAPL)
Ishares Tr Rus Mdcp Val Etf (IWS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Asset Managment

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
Bank of New York Mellon
Cullen Frost Bankers
Midland Wealth Advisors
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