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iShares S&P MidCap 400 Value Index shares owned by G. W. Henssler & Associates

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by G. W. Henssler & Associates from 13F filings

Historical chart of G. W. Henssler & Associates 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 G. W. Henssler & Associates 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 G. W. Henssler & Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $52M 419k 123.62
2024-09-30 $53M 425k 123.62
2024-06-30 $48M 420k 113.46
2024-03-31 $50M 419k 118.29
2023-12-31 $46M 400k 114.04
2023-09-30 $41M 403k 100.93
2023-06-30 $43M 397k 107.13
2023-03-31 $40M 385k 102.77

More positions owned by G. W. Henssler & Associates

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Apple (AAPL)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Microsoft Corporation (MSFT)
Marathon Petroleum Corp (MPC)
Intercontinental Exchange (ICE)
Verizon Communications (VZ)
Alphabet Cap Stk Cl A (GOOGL)
Allstate Corporation (ALL)
Meta Platforms Cl A (META)
Ishares Tr Sp Smcp600vl Etf (IJS)
Philip Morris International (PM)
Exxon Mobil Corporation (XOM)
Dominion Resources (D)
American Electric Power Company (AEP)

View all positions for G. W. Henssler & Associates

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