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

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

Historical chart of Capital Analysts 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 Analysts 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 Analysts

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 12k 118.25
2023-12-31 $1.4M 12k 114.06
2023-09-30 $1.2M 12k 100.90
2023-06-30 $1.2M 12k 107.08
2023-03-31 $1.2M 11k 102.78
2022-12-31 $1.2M 12k 100.80
2022-09-30 $1.3M 14k 90.00
2022-06-30 $1.4M 15k 94.42
2022-03-31 $1.5M 14k 106.38
2021-12-31 $2.3M 21k 110.68
2021-09-30 $1.5M 14k 103.00
2021-06-30 $1.6M 15k 105.36
2021-03-31 $1.5M 15k 101.90
2020-12-31 $1.3M 15k 86.33
2020-09-30 $1.0M 7.6k 134.88
2020-06-30 $1.0M 7.8k 132.95
2020-03-31 $562k 5.1k 109.79
2019-12-31 $1.2M 7.2k 170.66
2019-09-30 $1.1M 7.2k 159.87
2019-06-30 $1.7M 11k 159.42
2019-03-31 $1.1M 7.2k 156.91
2018-12-31 $972k 7.0k 138.30
2018-09-30 $1.5M 8.9k 167.30
2018-06-30 $1.4M 8.9k 162.04
2018-03-31 $912k 5.9k 154.50
2017-12-31 $320k 3.8k 83.57
2017-09-30 $970k 6.4k 152.68
2017-06-30 $954k 6.4k 148.56
2017-03-31 $962k 6.5k 148.46
2016-12-31 $14M 94k 145.21
2016-09-30 $12M 89k 133.00
2016-06-30 $11M 82k 128.05
2016-03-31 $9.4M 76k 124.04
2015-12-31 $8.7M 75k 117.20
2015-09-30 $8.2M 71k 115.35
2015-06-30 $8.5M 66k 128.96
2015-03-31 $8.0M 61k 130.95
2014-12-31 $7.5M 58k 127.83
2014-09-30 $6.6M 55k 120.31
2014-06-30 $6.3M 50k 126.92
2014-03-31 $5.6M 47k 120.42
2013-12-31 $5.6M 48k 116.23
2013-09-30 $4.9M 46k 108.02
2013-06-30 $4.3M 43k 101.27
2013-03-31 $3.6M 36k 100.89
2012-12-31 $2.4M 28k 88.14

More positions owned by Capital Analysts

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Fidelitymerrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdrsertr Portfolio S&p600 (SPSM)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exchtrdslfidx Rusl 1000 Dynm (OMFL)
Apple (AAPL)
Ssgaactive Etf Tr Mult Ass Rlrtn (RLY)

View all positions for Capital Analysts

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