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iShares S&P MidCap 400 Value Index shares owned by Glassman Wealth Services

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Glassman Wealth Services from 13F filings

Historical chart of Glassman Wealth Services 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 Glassman Wealth Services 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 Glassman Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $70k 472 147.73
2020-03-31 $90k 816 110.29
2019-12-31 $139k 816 170.34
2019-09-30 $130k 816 159.31
2019-06-30 $130k 816 159.31
2019-03-31 $128k 816 156.86
2018-12-31 $113k 816 138.48
2018-09-30 $137k 816 167.89
2018-06-30 $132k 816 161.76
2018-03-31 $126k 816 154.41
2017-12-31 $131k 816 160.54
2017-09-30 $174k 1.1k 152.50
2017-06-30 $169k 1.1k 148.12
2017-03-31 $169k 1.1k 148.12
2016-12-31 $166k 1.1k 145.49
2016-09-30 $164k 1.2k 132.79

More positions owned by Glassman Wealth Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Snap-on Incorporated (SNA)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Total Stk Mkt (VTI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Glassman Wealth Services

Top funds holding iShares S&P MidCap 400 Value Index

FMR
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
LPL Financial
Cullen Frost Bankers
Northern Trust
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Ameriprise Financial

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