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iShares S&P MidCap 400 Value Index shares owned by Blackston Financial Advisory Group

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Blackston Financial Advisory Group from 13F filings

Historical chart of Blackston Financial Advisory Group 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 Blackston Financial Advisory Group 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 Blackston Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 10k 123.62
2023-06-30 $550k 5.1k 107.13
2023-03-31 $557k 5.4k 102.84
2022-12-31 $508k 5.0k 100.77
2022-09-30 $475k 4.7k 100.27
2022-06-30 $359k 3.7k 95.94
2022-03-31 $411k 4.0k 103.11
2021-12-31 $386k 3.5k 110.57

More positions owned by Blackston Financial Advisory Group

Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Sp 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard World Consum Stp Etf (VDC)
Vanguard World Mega Cap Index (MGC)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Caterpillar (CAT)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard World Inf Tech Etf (VGT)

View all positions for Blackston Financial Advisory Group

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