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iShares S&P MidCap 400 Value Index shares owned by Financial Planning & Information Services

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

Historical chart of Financial Planning & Information Services 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 Planning & Information Services 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 Planning & Information Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 13k 123.62
2024-06-30 $1.5M 13k 113.46
2024-03-31 $1.5M 13k 118.29
2023-09-30 $1.5M 15k 100.93
2023-06-30 $1.6M 15k 107.13
2023-03-31 $1.6M 16k 102.77
2022-12-31 $1.6M 16k 100.80
2022-09-30 $1.4M 16k 89.98
2022-06-30 $1.5M 16k 94.41
2022-03-31 $1.8M 16k 109.66
2021-12-31 $1.8M 17k 110.69
2021-09-30 $1.7M 17k 103.01
2021-06-30 $1.8M 17k 105.36
2021-03-31 $1.8M 18k 101.92
2020-12-31 $1.6M 18k 86.29
2020-09-30 $1.3M 9.3k 134.88
2020-06-30 $1.5M 11k 132.90
2020-03-31 $1.2M 11k 109.77
2019-12-31 $1.8M 11k 170.77
2019-09-30 $1.7M 11k 159.90
2019-06-30 $1.7M 11k 159.44
2019-03-31 $1.8M 11k 156.96
2018-12-31 $1.6M 12k 138.31
2018-09-30 $2.5M 15k 167.36
2018-06-30 $2.6M 16k 162.03
2018-03-31 $2.6M 17k 154.49
2017-12-31 $2.7M 17k 160.14
2017-09-30 $2.6M 17k 152.72
2017-06-30 $2.5M 17k 148.57
2017-03-31 $2.6M 17k 148.43
2016-12-31 $2.5M 18k 145.18
2016-09-30 $2.5M 19k 132.98
2016-06-30 $2.6M 20k 128.07
2016-03-31 $2.8M 23k 124.05
2015-12-31 $3.0M 26k 117.19
2015-09-30 $3.1M 27k 115.33
2015-06-30 $3.6M 28k 128.98
2015-03-31 $3.6M 28k 130.97
2014-12-31 $3.4M 28k 121.42
2014-09-30 $3.4M 28k 120.31
2014-06-30 $3.7M 29k 126.92
2014-03-31 $3.5M 29k 120.43
2013-12-31 $3.4M 29k 116.23

More positions owned by Financial Planning & Information Services

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Emg Mkts Smcap (DGS)

View all positions for Financial Planning & Information Services

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