Evensky & Katz »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Evensky & Katz

Quarter filed Position value Share count Share price at filing
2024-03-31 $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)
Dimensional International Core Equity 2 ETF (DFIC)
iShares S&P 1500 Index Fund (ITOT)
iShares Russell 3000 Index (IWV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
iShares S&P MidCap 400 Value Index (IJJ)
Vanguard Sht Term Govt Bond ETF (VGSH)
Vanguard Total Stock Market ETF (VTI)
Dimensional Etf Trust (DFEM)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Invesco Qqq Trust Series 1 (QQQ)
Vanguard Dividend Appreciation ETF (VIG)
Pacer Fds Tr us cash cows 100 (COWZ)
Ishares Inc msci world idx (URTH)
John Hancock Exchange Traded multi intl etf (JHMD)

View all positions for Evensky & Katz

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