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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
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 Cboe Vest Fd Dep (BUFD)
Apple (AAPL)
Marathon Petroleum Corp (MPC)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Intercontinental Exchange (ICE)
Phillips 66 (PSX)
Chevron Corporation (CVX)
GSK Sponsored Adr (GSK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Exxon Mobil Corporation (XOM)
Allstate Corporation (ALL)
Amgen (AMGN)
Abbvie (ABBV)

View all positions for G. W. Henssler & Associates

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