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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
2025-12-31 $3.6M 28k 131.59
2025-09-30 $3.6M 28k 129.72
2025-06-30 $3.6M 29k 123.58
2025-03-31 $3.8M 30k 124.96
2024-12-31 $3.8M 30k 124.96
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 Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Glass Jacobson Investment Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Ameriprise Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
G. W. Henssler & Associates

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