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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
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

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

View all positions for Financial Planning & Information Services

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