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iShares S&P MidCap 400 Value Index shares owned by Edmonds Duncan Registered Investment Advisors

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

Historical chart of Edmonds Duncan Registered Investment 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 Edmonds Duncan Registered Investment 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 Edmonds Duncan Registered Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 13k 118.29
2023-12-31 $1.5M 13k 114.04
2023-09-30 $1.3M 13k 100.93
2023-06-30 $1.3M 12k 107.13
2023-03-31 $1.2M 12k 102.77
2022-12-31 $1.2M 12k 100.80
2022-09-30 $1.0M 11k 90.02
2022-06-30 $957k 10k 94.43
2022-03-31 $1.2M 11k 109.69
2021-12-31 $1.1M 10k 108.93
2021-09-30 $1.0M 9.9k 103.00
2021-06-30 $1.0M 9.8k 105.35
2021-03-31 $1.0M 9.8k 101.94
2020-12-31 $920k 9.8k 93.93
2020-09-30 $676k 5.0k 134.90
2020-06-30 $670k 5.0k 133.02
2020-03-31 $554k 5.0k 109.83
2019-12-31 $2.8M 16k 170.72
2019-09-30 $2.8M 18k 159.88
2019-06-30 $3.0M 18k 160.53
2019-03-31 $3.5M 22k 156.97
2018-12-31 $3.0M 22k 138.35
2018-09-30 $3.9M 23k 167.32
2018-06-30 $4.0M 25k 162.01
2018-03-31 $3.7M 24k 154.50
2017-12-31 $3.5M 22k 160.08
2017-09-30 $3.3M 21k 153.79
2017-06-30 $5.3M 36k 148.55
2017-03-31 $5.2M 35k 150.62
2016-12-31 $4.9M 34k 145.22
2016-09-30 $4.5M 34k 130.34
2016-06-30 $4.6M 35k 133.57
2016-03-31 $4.2M 34k 124.05
2015-12-31 $3.9M 33k 117.21

More positions owned by Edmonds Duncan Registered Investment Advisors

Vaneck Ig Floating Rate Etf Etf (FLTR)
Vanguard Dividend Appreciation Etf Etf (VIG)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Fidelity Total Bond Etf Etf (FBND)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Vanguard Mid-cap Value Etf Etf (VOE)
Vanguard Mid-cap Growth Etf Etf (VOT)
Dimensional International Small Cap Etf Etf (DFIS)
Vanguard Small-cap Growth Etf Etf (VBK)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)
Tortoise North American Pipeline Fund Etf (TPYP)

View all positions for Edmonds Duncan Registered Investment Advisors

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
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
G. W. Henssler & Associates
Willis Johnson & Associates
Jpmorgan Chase & Co

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