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iShares S&P MidCap 400 Value Index shares owned by Astra Wealth Partners

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

Historical chart of Astra Wealth Partners 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 Astra Wealth Partners 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 Astra Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 30k 129.72
2025-06-30 $3.6M 29k 123.58
2025-03-31 $4.5M 38k 119.73
2024-12-31 $4.6M 37k 124.96

More positions owned by Astra Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Gold Tr Gold Shs (GLD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Astra Wealth Partners

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Ameriprise Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

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