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iShares S&P MidCap 400 Value Index shares owned by Chicago Partners Investment

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

Historical chart of Chicago Partners Investment 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 Chicago Partners Investment 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 Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 13k 124.25
2024-06-30 $1.7M 14k 121.80
2024-03-31 $1.6M 14k 112.47
2023-12-31 $1.5M 14k 111.35
2023-09-30 $1.3M 14k 94.87
2023-06-30 $1.5M 14k 110.39
2023-03-31 $1.4M 14k 101.64
2022-12-31 $1.5M 14k 114.27
2022-09-30 $1.4M 14k 100.55
2022-06-30 $1.4M 13k 103.04
2022-03-31 $1.3M 13k 100.11
2021-12-31 $1.4M 13k 106.39
2021-09-30 $1.5M 13k 112.64
2021-06-30 $1.3M 12k 104.28
2021-03-31 $1.3M 12k 107.09
2020-12-31 $1.1M 12k 91.39
2020-09-30 $854k 12k 73.04
2020-06-30 $720k 5.2k 137.85
2020-03-31 $772k 6.5k 118.02
2019-12-31 $1.3M 7.3k 173.03
2019-09-30 $1.2M 7.3k 161.42
2019-06-30 $1.2M 7.4k 158.47
2019-03-31 $1.2M 7.4k 163.59
2018-12-31 $1.3M 8.9k 147.97
2018-09-30 $252k 1.7k 149.82
2018-06-30 $264k 1.6k 162.16
2018-03-31 $160k 1.0k 154.44
2017-12-31 $157k 980 160.20
2017-09-30 $149k 978 152.35
2017-06-30 $284k 1.9k 149.00

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Apple (AAPL)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Ishares Tr Rus Mdcp Val Etf (IWS)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Chicago Partners Investment

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