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iShares S&P MidCap 400 Value Index shares owned by Cranbrook Wealth Management

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

Historical chart of Cranbrook Wealth Management 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 Cranbrook Wealth Management 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 Cranbrook Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.9M 32k 124.96
2024-09-30 $4.0M 32k 123.62
2024-06-30 $3.7M 33k 113.46
2024-03-31 $3.9M 33k 118.29
2023-12-31 $3.8M 33k 114.04
2023-09-30 $3.5M 35k 100.93
2023-06-30 $4.0M 37k 107.13
2023-03-31 $3.9M 38k 102.77
2022-12-31 $3.9M 38k 100.80
2022-09-30 $4.3M 47k 89.99
2022-06-30 $4.3M 46k 94.40
2022-03-31 $5.0M 46k 109.65
2021-12-31 $5.1M 46k 110.67
2021-09-30 $4.9M 47k 103.03
2021-06-30 $5.0M 48k 105.34
2021-03-31 $5.0M 49k 101.92
2020-12-31 $4.8M 56k 86.31
2020-09-30 $3.9M 29k 134.85
2020-06-30 $3.9M 29k 132.94
2020-03-31 $3.5M 32k 109.74
2019-12-31 $5.7M 34k 170.74
2019-09-30 $5.4M 34k 159.91
2019-06-30 $5.5M 35k 159.46
2019-03-31 $5.6M 36k 156.98
2018-12-31 $5.0M 36k 138.33
2018-09-30 $6.1M 36k 167.32
2018-06-30 $6.0M 37k 162.03
2018-03-31 $5.7M 37k 154.49
2017-12-31 $6.0M 38k 160.12
2017-09-30 $5.9M 39k 152.73
2017-06-30 $5.9M 40k 148.55
2017-03-31 $6.1M 41k 148.44
2016-12-31 $6.3M 43k 145.21
2016-09-30 $5.8M 44k 133.01
2016-06-30 $5.9M 46k 128.05
2016-03-31 $6.4M 52k 124.03
2015-12-31 $5.8M 49k 117.21
2015-09-30 $6.0M 52k 115.35
2015-06-30 $5.9M 46k 128.97
2015-03-31 $6.4M 49k 130.94
2014-12-31 $6.4M 50k 127.82
2014-09-30 $6.1M 51k 120.30
2014-06-30 $6.5M 51k 126.92
2014-03-31 $6.2M 52k 120.42
2013-12-31 $6.5M 56k 116.24

More positions owned by Cranbrook Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Cranbrook Wealth Management

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