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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
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)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Proshares Tr S&p 500 Dv Arist (NOBL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Avantis Core Fi (AVIG)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)

View all positions for Financial Partners 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
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