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iShares S&P MidCap 400 Value Index shares owned by Eagle Strategies

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

Historical chart of Eagle Strategies 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 Eagle Strategies 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 Eagle Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $359k 3.1k 114.06
2023-09-30 $341k 3.4k 100.95
2023-06-30 $361k 3.4k 107.15
2023-03-31 $345k 3.4k 102.80
2022-12-31 $331k 3.3k 100.82
2022-06-30 $300k 3.2k 94.28
2022-03-31 $348k 3.2k 109.74
2021-12-31 $366k 3.3k 110.81

More positions owned by Eagle Strategies

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Eagle Strategies

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Evensky & Katz
Bank of New York Mellon
Cullen Frost Bankers
Midland Wealth Advisors
Royal Bank of Canada
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

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