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iShares S&P MidCap 400 Value Index shares owned by Awm Capital

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

Historical chart of Awm Capital 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 Awm Capital 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 Awm Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $570k 4.8k 118.29
2023-12-31 $550k 4.8k 114.04
2023-09-30 $487k 4.8k 100.93
2023-06-30 $604k 5.6k 107.13
2023-03-31 $806k 7.8k 102.77
2022-12-31 $614k 6.1k 100.80
2022-09-30 $634k 6.1k 104.11
2022-06-30 $575k 6.1k 94.42
2022-03-31 $668k 6.1k 109.69
2021-12-31 $674k 6.1k 110.67
2021-09-30 $685k 6.1k 112.48

More positions owned by Awm Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emerging Markets (DFSE)
Dimensional Etf Trust International (DFSI)
Vanguard Index Fds Real Estate Etf (VNQ)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Equity Etf (DFUS)

View all positions for Awm Capital

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
Commonwealth Equity Services
G. W. Henssler & Associates
Willis Johnson & Associates
Jpmorgan Chase & Co

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