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iShares S&P MidCap 400 Value Index shares owned by Fifth Third Wealth Advisors

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

Historical chart of Fifth Third Wealth Advisors 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 Fifth Third Wealth Advisors 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 Fifth Third Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 27k 123.62
2024-06-30 $2.8M 25k 113.46
2024-03-31 $2.8M 24k 118.29

More positions owned by Fifth Third Wealth Advisors

Ishares Tr Core S&p500 Etf Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe Tr Core Msci Eafe (IEFA)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf Tr Core S&p Scp Etf (IJR)
Alphabet Inc Class A cs (GOOGL)
Facebook Inc cl a (META)
JPMorgan Chase & Co. (JPM)
Ishares Tr Select Divid Etf Tr Select Divid Etf (DVY)
Ishares Tr Rus 1000 Grw Etf Tr Rus 1000 Grw Etf (IWF)
Broadcom (AVGO)

View all positions for Fifth Third Wealth Advisors

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

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