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iShares S&P MidCap 400 Value Index shares owned by Financial Partners Group

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

Historical chart of Financial Partners 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 Financial Partners 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 Financial Partners Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.2M 9.5k 124.96
2024-09-30 $1.2M 9.5k 123.62
2024-06-30 $1.1M 9.8k 113.46
2024-03-31 $1.3M 11k 118.29
2023-12-31 $1.4M 12k 114.04
2023-09-30 $1.2M 12k 96.94
2023-06-30 $1.2M 11k 109.76
2023-03-31 $1.5M 15k 102.77
2022-12-31 $1.6M 15k 112.65
2022-09-30 $1.6M 18k 89.98
2022-06-30 $1.1M 12k 94.40
2022-03-31 $1.2M 11k 109.66
2021-12-31 $1.3M 12k 106.20
2021-09-30 $868k 8.4k 103.00
2021-06-30 $633k 6.0k 105.36
2021-03-31 $614k 6.0k 101.91
2020-12-31 $530k 5.8k 91.00
2020-09-30 $392k 2.9k 134.89
2020-06-30 $385k 2.9k 132.90
2020-03-31 $345k 3.3k 103.23
2019-12-31 $1.3M 7.8k 167.93
2019-09-30 $1.3M 7.8k 159.89
2019-06-30 $1.3M 8.0k 159.41
2019-03-31 $1.3M 8.0k 156.97
2018-12-31 $1.2M 8.6k 138.31
2018-09-30 $1.4M 8.6k 167.30
2018-06-30 $1.4M 8.4k 162.02
2018-03-31 $1.3M 8.3k 154.44
2017-12-31 $1.4M 8.6k 160.08

More positions owned by Financial Partners Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Financial Partners Group

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
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

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