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iShares S&P MidCap 400 Value Index shares owned by Evensky & Katz

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

Historical chart of Evensky & Katz 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 Evensky & Katz 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 Evensky & Katz

Quarter filed Position value Share count Share price at filing
2024-09-30 $79M 639k 123.62
2024-06-30 $71M 624k 113.46
2024-03-31 $72M 606k 118.29
2023-12-31 $68M 598k 114.04
2023-09-30 $59M 581k 100.93
2023-06-30 $67M 627k 107.13
2023-03-31 $64M 625k 102.77
2022-12-31 $59M 582k 100.80
2022-09-30 $51M 567k 90.00
2022-06-30 $52M 553k 94.41
2022-03-31 $60M 547k 109.64
2021-12-31 $61M 547k 110.68
2021-09-30 $56M 541k 103.04
2021-06-30 $56M 535k 105.34
2021-03-31 $56M 546k 101.93
2020-12-31 $53M 611k 86.30
2020-09-30 $40M 297k 134.86
2020-06-30 $38M 288k 132.94
2020-03-31 $31M 278k 109.75
2019-12-31 $53M 308k 170.73
2019-09-30 $51M 316k 159.90
2019-06-30 $50M 313k 159.47
2019-03-31 $48M 308k 156.97
2018-12-31 $42M 304k 138.34
2018-09-30 $51M 305k 167.33
2018-06-30 $49M 304k 162.03
2018-03-31 $46M 300k 154.50
2017-12-31 $47M 295k 160.11
2017-09-30 $44M 290k 152.73
2017-06-30 $43M 288k 148.55
2017-03-31 $42M 281k 148.39
2016-12-31 $42M 290k 145.21
2016-09-30 $38M 288k 133.00
2016-06-30 $35M 275k 128.05
2016-03-31 $33M 269k 124.04
2015-12-31 $30M 252k 117.20
2015-09-30 $28M 244k 115.34
2015-06-30 $31M 237k 128.96
2015-03-31 $30M 231k 130.90
2014-12-31 $28M 219k 127.83
2014-09-30 $28M 229k 120.31
2014-06-30 $28M 222k 126.92
2014-03-31 $27M 225k 120.39
2013-12-31 $27M 233k 116.23
2013-09-30 $25M 232k 108.02
2013-06-30 $22M 228k 96.88

More positions owned by Evensky & Katz

Schwab U S Broad Market ETF (SCHB)
iShares S&P 1500 Index Fund (ITOT)
Dimensional International Core Equity 2 ETF (DFIC)
iShares Russell 3000 Index (IWV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
iShares S&P MidCap 400 Value Index (IJJ)
Dimensional Etf Trust (DFEM)
Vanguard Sht Term Govt Bond ETF (VGSH)
Vanguard Total Stock Market ETF (VTI)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Vanguard Dividend Appreciation ETF (VIG)
Invesco Qqq Trust Series 1 (QQQ)
Ishares Inc msci world idx (URTH)
Pacer Fds Tr us cash cows 100 (COWZ)
John Hancock Exchange Traded multi intl etf (JHMD)

View all positions for Evensky & Katz

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