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iShares S&P MidCap 400 Value Index shares owned by Edge Capital Group

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

Historical chart of Edge Capital 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 Edge Capital 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 Edge Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $214k 1.8k 118.29
2022-12-31 $106k 1.0k 100.80
2022-09-30 $103k 1.1k 89.64

More positions owned by Edge Capital Group

Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vulcan Matls Stock (VMC)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Broadcom Stock (AVGO)
Coca Cola Stock (KO)

View all positions for Edge Capital 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.
Cullen Frost Bankers
Raymond James & Associates
Evensky & Katz
Northwestern Mutual Wealth Management Company
LPL Financial
Midland Wealth Advisors
Royal Bank of Canada
Assetmark
Bank of New York Mellon

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