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iShares S&P MidCap 400 Value Index shares owned by Guidant Wealth Advisors

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

Historical chart of Guidant Wealth 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 Guidant Wealth 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 Guidant Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-09-30 $373k 2.3k 159.67
2019-06-30 $372k 2.3k 159.25
2019-03-31 $366k 2.3k 157.08
2017-03-31 $11k 77 142.86
2016-12-31 $11k 77 142.86
2016-09-30 $10k 77 129.87

More positions owned by Guidant Wealth Advisors

Vanguard Emerging Markets ETF (VWO)
Vanguard Europe Pacific ETF (VEA)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Ishares Tr Dec 2020
Vanguard Small-Cap Growth ETF (VBK)
Vanguard Mid-Cap Growth ETF (VOT)
Schwab U S Large Cap Growth ETF (SCHG)
iShares Barclays TIPS Bond Fund (TIP)
Ishares Tr ibnd dec21 etf
Ishares Tr ibnd dec23 etf
Vanguard Mid-Cap Value ETF (VOE)
Ubs Ag Jersey Brh dj commd etn39
Vanguard Small-Cap Value ETF (VBR)
Vanguard Extended Market ETF (VXF)
Schwab Strategic Tr cmn (SCHV)

View all positions for Guidant Wealth Advisors

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
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co

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