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

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

Historical chart of Crescent Grove 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 Crescent Grove 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 Crescent Grove Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 12k 129.71
2025-06-30 $1.4M 12k 123.58
2025-03-31 $1.4M 12k 119.73
2024-12-31 $1.5M 12k 124.96
2024-09-30 $1.4M 12k 123.62
2024-06-30 $1.3M 12k 113.46
2024-03-31 $1.4M 12k 118.29
2023-12-31 $1.4M 12k 114.04
2023-09-30 $1.2M 12k 101.50
2023-06-30 $1.3M 12k 107.13
2023-03-31 $1.3M 13k 102.77
2022-12-31 $1.3M 13k 100.80
2022-09-30 $893k 9.9k 90.03
2022-06-30 $1.3M 13k 94.42
2022-03-31 $2.9M 27k 109.66
2021-12-31 $1.4M 13k 110.70
2021-09-30 $1.3M 13k 103.05
2021-06-30 $1.2M 12k 105.33
2021-03-31 $1.0M 9.8k 101.98
2020-12-31 $862k 10k 86.29
2020-09-30 $693k 5.1k 134.77
2020-06-30 $2.0M 15k 132.93
2020-03-31 $1.6M 15k 109.72
2019-12-31 $2.6M 15k 170.73
2019-09-30 $2.3M 15k 159.87
2019-06-30 $2.3M 14k 159.45
2019-03-31 $2.2M 14k 156.95
2018-12-31 $7.1M 52k 138.33

More positions owned by Crescent Grove Advisors

Zurn Water Solutions Comm (ZWS)
iShares S&P 500 ETF Etf (IVV)
Vanguard 500 Index Fund ETF Etf (VOO)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Total Stock Market ETF Etf (VTI)
Intercontinental Comm (ICE)
CDW Corporation Comm (CDW)
iShares Core MSCI Emerging Markets ETF Etf (IEMG)
Invesco Powershares QQQ ETF Etf (QQQ)
iShares Core S&P Small-Cap ETF Etf (IJR)
Apple Comm (AAPL)
iShares Short Treasury ETF Etf (SHV)
iShares Russell 1000 Growth ETF Etf (IWF)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Fidelity National Financial Comm (FNF)

View all positions for Crescent Grove Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Ameriprise Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

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