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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
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)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Wisdomtree Tr Floating Rate Treasury Etf (USFR)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Etf Ser Solutions Aptus Defined (DRSK)
American Centy Etf Tr Focused Lrg Cap (FLV)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Etf Ser Solutions Aptus Enhanced Yield ETF (JUCY)
Vanguard Bd Index Total Bnd Mrkt (BND)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for First Heartland Consultants

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
Bank of New York Mellon
Cullen Frost Bankers
Midland Wealth Advisors
Royal Bank of Canada
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

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