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iShares S&P MidCap 400 Value Index shares owned by EWG Elevate

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

Historical chart of EWG Elevate 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 EWG Elevate 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 EWG Elevate

Quarter filed Position value Share count Share price at filing
2023-03-31 $3.3M 33k 102.77
2022-12-31 $1.3M 13k 100.80
2022-09-30 $700k 7.8k 90.01
2022-06-30 $11M 115k 94.41
2022-03-31 $545k 5.0k 109.66
2021-12-31 $8.3M 75k 110.68
2021-09-30 $4.3M 42k 103.04
2021-06-30 $9.9M 93k 106.37
2021-03-31 $10M 102k 101.93

More positions owned by EWG Elevate

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vaneck Etf Trust Semiconductr Etf (SMH)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Cap Index (MGC)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Iron Mountain (IRM)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Select Sector Spdr Tr Technology (XLK)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for EWG Elevate

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