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iShares S&P MidCap 400 Value Index shares owned by Family Firm

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

Historical chart of Family Firm 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 Family Firm 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 Family Firm

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 20k 118.29
2023-12-31 $2.3M 20k 114.04
2023-09-30 $2.1M 20k 100.93
2023-06-30 $2.3M 21k 107.13
2023-03-31 $2.1M 21k 102.77
2022-12-31 $2.1M 21k 100.80
2022-09-30 $1.9M 21k 90.00
2022-06-30 $2.4M 22k 110.67
2022-03-31 $2.4M 22k 110.67
2021-12-31 $2.4M 22k 110.67
2021-09-30 $2.6M 24k 108.80
2021-06-30 $2.6M 24k 105.35
2021-03-31 $2.5M 25k 101.92
2020-12-31 $2.3M 25k 90.64
2020-09-30 $1.7M 13k 134.88
2020-06-30 $1.7M 13k 132.92
2020-03-31 $1.4M 13k 109.74
2019-12-31 $2.0M 11k 170.73
2019-09-30 $1.8M 11k 159.94
2019-06-30 $1.8M 11k 159.51
2019-03-31 $1.6M 10k 156.96
2018-12-31 $1.4M 10k 138.31
2018-09-30 $1.7M 10k 167.36
2018-06-30 $1.8M 11k 162.11
2018-03-31 $1.6M 11k 154.51
2017-12-31 $1.5M 9.4k 160.14
2017-09-30 $1.5M 9.7k 152.74
2017-06-30 $1.4M 9.7k 148.51
2017-03-31 $1.3M 9.0k 148.49
2016-12-31 $1.3M 9.0k 145.18
2016-09-30 $1.2M 8.9k 132.97
2016-06-30 $1.2M 9.4k 128.02
2016-03-31 $1.2M 9.4k 123.99
2015-12-31 $1.2M 10k 117.15
2015-09-30 $1.2M 10k 115.90
2015-06-30 $1.3M 10k 128.95
2015-03-31 $1.4M 11k 130.90
2014-12-31 $1.2M 9.4k 127.79

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares North American Natural Resources Etf Etf (IGE)
Ishares Tips Bond Etf Etf (TIP)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Schwab U.s. Broad Market Etf Etf (SCHB)
Apple Stock (AAPL)
Ishares International Treasury Bond Etf Etf (IGOV)
Vanguard Real Estate Etf Etf (VNQ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Family Firm

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
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co

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