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iShares S&P MidCap 400 Value Index shares owned by Glass Jacobson Investment Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Glass Jacobson Investment Advisors from 13F filings

Historical chart of Glass Jacobson Investment Advisors 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 Glass Jacobson Investment Advisors 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 Glass Jacobson Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 31k 123.62
2024-06-30 $3.5M 31k 113.46
2024-03-31 $3.7M 31k 118.29
2023-12-31 $3.5M 31k 114.04
2023-09-30 $3.0M 30k 100.93
2023-06-30 $3.3M 30k 107.13
2022-12-31 $3.0M 29k 100.80

More positions owned by Glass Jacobson Investment Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Glass Jacobson Investment Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
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
Midland Wealth Advisors
Royal Bank of Canada

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