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iShares S&P MidCap 400 Value Index shares owned by ETF Portfolio Partners

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

Historical chart of ETF Portfolio Partners 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 ETF Portfolio Partners 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 ETF Portfolio Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 129k 123.62
2024-06-30 $15M 130k 113.46
2024-03-31 $15M 126k 118.29
2023-12-31 $12M 105k 114.04
2023-09-30 $11M 104k 100.93
2023-06-30 $11M 104k 107.13
2023-03-31 $11M 103k 102.77
2022-12-31 $10M 99k 100.80
2022-09-30 $9.0M 100k 90.00
2022-06-30 $9.2M 97k 94.41
2022-03-31 $11M 100k 109.64
2021-12-31 $11M 97k 110.68
2021-09-30 $10M 97k 103.04
2021-06-30 $9.7M 92k 105.34
2021-03-31 $13M 128k 101.93
2020-12-31 $12M 138k 86.30
2020-09-30 $8.9M 66k 134.86
2020-06-30 $8.9M 67k 132.94
2020-03-31 $7.3M 67k 109.76
2019-12-31 $9.4M 55k 170.73
2019-09-30 $8.6M 54k 159.89
2019-06-30 $8.6M 54k 159.46
2019-03-31 $8.3M 53k 156.96
2018-12-31 $7.3M 53k 138.34
2018-09-30 $8.8M 53k 167.32
2018-06-30 $8.5M 52k 162.03
2018-03-31 $8.0M 52k 154.50
2017-12-31 $7.9M 49k 160.12
2017-09-30 $7.5M 49k 152.74
2017-06-30 $7.5M 50k 148.55
2017-03-31 $7.5M 50k 148.44
2016-12-31 $7.2M 49k 145.20
2016-09-30 $6.5M 49k 133.00
2016-06-30 $6.2M 49k 128.04
2016-03-31 $6.1M 49k 124.05
2015-12-31 $5.7M 49k 117.19
2015-09-30 $5.3M 46k 115.34
2015-06-30 $5.7M 44k 128.95
2015-03-31 $5.9M 45k 130.95
2014-12-31 $5.6M 44k 127.82

More positions owned by ETF Portfolio Partners

Vanguard Total Stock Market ETF Etf (VTI)
Vanguard Meg Cap Value ETF Etf (MGV)
iShares Core US Aggregate Bond Etf (AGG)
Vanguard Long-Term Bond ETF Etf (BLV)
iShares S&P 500 Value Etf (IVE)
Vanguard Mega Cap Growth Etf (MGK)
iShares S&P Mid-Cap 400 Value Etf (IJJ)
Vanguard FTSE All-Wld ex-US Etf (VEU)
iShares Russell 1000 ETF Etf (IWB)
iShares Core S&P Total US Stk Mkt Etf (ITOT)
iShares Core LT USDB Etf (ILTB)
Vanguard Short-Term Treasury Etf (VGSH)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Total Bond Market ETF Etf (BND)
Invesco QQQ Trust Etf (QQQ)

View all positions for ETF Portfolio Partners

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.
Financial Engines Advisors L.L.C
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company
Midland Wealth Advisors
Royal Bank of Canada

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