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iShares S&P MidCap 400 Value Index shares owned by First Heartland Consultants

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by First Heartland Consultants from 13F filings

Historical chart of First Heartland Consultants 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 First Heartland Consultants 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 First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2024-09-30 $464k 3.8k 123.60
2024-06-30 $516k 4.5k 113.43
2024-03-31 $550k 4.7k 118.25
2023-12-31 $11M 92k 114.04
2023-09-30 $8.0M 79k 100.93
2023-06-30 $2.8M 27k 107.13
2023-03-31 $4.2M 41k 102.70
2022-12-31 $3.1M 31k 100.80
2022-09-30 $1.5M 17k 89.97
2022-06-30 $570k 6.0k 94.31
2022-03-31 $2.6M 24k 109.63
2021-12-31 $2.4M 22k 110.65
2021-09-30 $1.9M 19k 103.06
2021-06-30 $2.7M 26k 105.33
2021-03-31 $774k 7.6k 101.95
2018-09-30 $313k 1.9k 167.38
2018-06-30 $325k 2.0k 161.93
2018-03-31 $495k 3.2k 154.45
2017-12-31 $516k 3.2k 160.00
2017-09-30 $505k 3.3k 152.85
2017-06-30 $492k 3.3k 148.64
2017-03-31 $7.6M 51k 148.44
2016-12-31 $1.8M 13k 145.19
2016-09-30 $5.0M 38k 133.00
2016-06-30 $3.7M 29k 128.06
2016-03-31 $1.4M 11k 124.01
2014-09-30 $4.2M 35k 120.31
2014-06-30 $4.6M 37k 126.92
2013-09-30 $616k 5.6k 109.45
2013-06-30 $1.1M 10k 101.24
2013-03-31 $776k 7.8k 99.88
2012-12-31 $161k 1.8k 88.32
2012-09-30 $436k 5.1k 85.56
2012-06-30 $410k 5.0k 81.58
2012-03-31 $1.3M 15k 85.82
2011-12-31 $60k 788 76.14
2011-09-30 $788k 59k 13.27
2011-06-30 $4.0M 337k 11.90
2011-03-31 $6.7M 577k 11.61

More positions owned by First Heartland Consultants

Etf Ser Solutions Aptus Collared (ACIO)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Vanguard Bd Index Short Trm Bond (BSV)
Ishares S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Etf Ser Solutions Aptus Defined (DRSK)

View all positions for First Heartland Consultants

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