BDO Wealth Advisors »

iShares S&P MidCap 400 Value Index shares owned by BDO Wealth Advisors

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

Historical chart of BDO Wealth Advisors 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 BDO Wealth Advisors 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 BDO Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $942k 8.8k 107.13
2023-03-31 $934k 9.1k 102.77
2022-12-31 $916k 9.1k 100.80
2022-09-30 $902k 9.6k 94.37
2022-06-30 $902k 9.6k 94.37
2022-03-31 $1.1M 9.7k 109.65
2021-12-31 $1.1M 10k 110.69
2021-09-30 $1.0M 10k 103.02
2021-06-30 $1.1M 10k 105.33
2021-03-31 $1.1M 10k 101.94
2020-12-31 $929k 11k 86.31
2020-09-30 $824k 6.1k 134.84
2020-06-30 $927k 7.0k 132.96
2020-03-31 $474k 4.3k 109.82
2019-12-31 $757k 4.4k 170.84
2019-09-30 $757k 4.7k 159.84
2019-06-30 $759k 4.8k 159.45
2019-03-31 $765k 4.9k 156.92
2018-12-31 $701k 5.1k 138.26
2018-09-30 $861k 5.1k 167.38
2018-06-30 $910k 5.6k 161.95
2018-03-31 $868k 5.6k 154.48
2017-12-31 $897k 5.6k 160.18
2017-09-30 $536k 3.5k 152.62
2017-06-30 $512k 3.4k 148.53

More positions owned by BDO Wealth Advisors

Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Bank of America Corporation (BAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Total (IXUS)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for BDO Wealth Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
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
Midland Wealth Advisors
Royal Bank of Canada

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