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

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

Historical chart of Capital 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 Capital Advisors 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 128k 118.29
2023-12-31 $15M 128k 114.04
2023-09-30 $13M 126k 100.93
2023-06-30 $14M 126k 107.13
2023-03-31 $13M 127k 102.77
2022-12-31 $13M 127k 100.80
2022-09-30 $11M 127k 90.00
2022-06-30 $12M 126k 94.41
2022-03-31 $14M 129k 109.64
2021-12-31 $14M 128k 110.68
2021-09-30 $13M 126k 103.04
2021-06-30 $13M 125k 105.34
2021-03-31 $13M 124k 101.93
2020-12-31 $11M 124k 86.30
2020-09-30 $8.4M 62k 134.85
2020-06-30 $8.3M 63k 132.94
2020-03-31 $7.1M 65k 109.74
2019-12-31 $11M 64k 170.73
2019-09-30 $11M 65k 173.90
2019-06-30 $11M 66k 159.47
2019-03-31 $11M 70k 156.97
2018-12-31 $9.6M 69k 138.33
2018-09-30 $11M 68k 167.33
2018-06-30 $11M 67k 162.03
2018-03-31 $10M 67k 154.49
2017-12-31 $11M 68k 160.11
2017-09-30 $10M 67k 152.72
2017-06-30 $10M 67k 148.55
2017-03-31 $9.9M 67k 148.45
2016-12-31 $9.5M 66k 145.21
2016-09-30 $8.3M 62k 133.00
2016-06-30 $7.5M 59k 128.05
2016-03-31 $7.3M 59k 124.03
2015-12-31 $6.9M 59k 117.20
2015-09-30 $6.4M 56k 115.35
2015-06-30 $7.2M 56k 128.96
2015-03-31 $7.2M 55k 130.95
2014-12-31 $7.0M 55k 127.83
2014-09-30 $6.5M 54k 120.30
2014-06-30 $6.7M 53k 126.92
2014-03-31 $6.3M 52k 120.42
2013-12-31 $5.6M 48k 116.23

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Capital Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
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
Raymond James & Associates
Cullen Frost Bankers
Northern Trust
Northwestern Mutual Wealth Management Company
Evensky & Katz

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