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

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

Historical chart of Family Wealth Group 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 Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $561k 4.9k 114.04

More positions owned by Family Wealth Group

Vanguard S&p 500 Etf idx (VOO)
Ishares Tr rus200 grw idx (IWY)
Ishares Inc core msci emkt (IEMG)
SPDR DJ Wilshire Large Cap (SPLG)
Ishares Tr core msci intl (IDEV)
Ishares Tr rus200 val idx (IWX)
Amazon (AMZN)
Vanguard Mortgage Bkd Sects ETF (VMBS)
Apple (AAPL)
iShares Barclays Credit Bond Fund (USIG)
Microsoft Corporation (MSFT)
iShares MSCI EAFE Growth Index (EFG)
SPDR Barclays Capital Aggregate Bo (SPAB)
iShares Russell Midcap Value Index (IWS)
iShares MSCI EAFE Value Index (EFV)

View all positions for Family Wealth Group

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
Cullen Frost Bankers
Evensky & Katz
LPL Financial
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
G. W. Henssler & Associates
Willis Johnson & Associates

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