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iShares S&P MidCap 400 Value Index shares owned by Fairscale Capital

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

Historical chart of Fairscale Capital 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 Fairscale Capital 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 Fairscale Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $377k 3.1k 123.63
2024-06-30 $369k 3.1k 121.10

More positions owned by Fairscale Capital

Vanguard S&p 500 Etf idx (VOO)
iShares S&P NA Tech. Sec. Idx (IGM)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Inc equity (VOOV)
Apple (AAPL)
Pacer Fds Tr us cash cows 100 (COWZ)
Microsoft Corporation (MSFT)
Invesco Qqq Trust Series 1 (QQQ)
Visa (V)
Amazon (AMZN)
Alphabet Inc Class A cs (GOOGL)
Schwab Strategic Tr us dividend eq (SCHD)
Thermo Fisher Scientific (TMO)
UnitedHealth (UNH)
Facebook Inc cl a (META)

View all positions for Fairscale Capital

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
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company
Midland Wealth Advisors
Royal Bank of Canada
Willis Johnson & Associates

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