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

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

Historical chart of Cosner Financial 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 Cosner Financial 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 Cosner Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $266k 2.2k 123.62
2024-03-31 $259k 2.2k 118.29
2023-12-31 $249k 2.2k 114.03
2023-09-30 $5.5M 55k 100.93
2023-06-30 $4.1M 39k 107.13

More positions owned by Cosner Financial Group

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Chevron Corporation (CVX)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)

View all positions for Cosner Financial Group

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