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

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

Historical chart of Baldrige Asset 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 Baldrige Asset 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 Baldrige Asset Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $14k 135 103.70
2022-12-31 $14k 135 103.70
2022-09-30 $12k 135 88.89
2022-06-30 $13k 135 96.30
2022-03-31 $15k 135 111.11
2021-12-31 $15k 135 111.11
2021-09-30 $21k 200 105.00
2021-06-30 $21k 200 105.00

More positions owned by Baldrige Asset Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Msci (MSCI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Air Products & Chemicals (APD)

View all positions for Baldrige Asset 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