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iShares S&P MidCap 400 Value Index shares owned by Beirne Wealth Consulting Services

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

Historical chart of Beirne Wealth Consulting Services 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 Beirne Wealth Consulting Services 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 Beirne Wealth Consulting Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $840k 6.4k 131.59
2025-09-30 $828k 6.4k 129.72
2025-06-30 $789k 6.4k 123.58
2025-03-31 $809k 6.8k 119.73
2024-12-31 $698k 5.6k 124.96
2024-09-30 $1.0M 8.2k 123.62
2024-06-30 $997k 8.8k 113.46
2024-03-31 $1.0M 8.8k 118.29
2023-12-31 $1.0M 8.9k 114.05
2023-09-30 $1.1M 10k 107.14
2023-06-30 $1.1M 10k 107.14
2023-03-31 $1.0M 10k 102.79
2022-12-31 $1.1M 11k 100.81
2022-09-30 $977k 11k 90.05
2022-06-30 $1.1M 11k 94.42
2022-03-31 $1.3M 12k 109.80
2021-12-31 $1.6M 15k 110.69
2021-09-30 $1.8M 17k 103.15
2021-06-30 $1.9M 19k 105.35
2021-03-31 $1.3M 13k 101.93
2020-12-31 $1.1M 13k 86.30
2020-09-30 $912k 6.8k 134.85
2020-06-30 $900k 6.8k 132.98
2020-03-31 $692k 6.3k 109.77
2019-12-31 $1.0M 5.9k 170.73
2019-09-30 $1.0M 6.3k 159.90
2019-06-30 $1.0M 6.4k 159.43
2019-03-31 $950k 6.1k 156.92
2018-12-31 $851k 6.2k 138.28

More positions owned by Beirne Wealth Consulting Services

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Growth Etf (VUG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vaneck Etf Trust Gold Miners Etf (GDX)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Beirne Wealth Consulting Services

Top funds holding iShares S&P MidCap 400 Value Index

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

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