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

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

Historical chart of Harborview 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 Harborview 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 Harborview Advisors

Quarter filed Position value Share count Share price at filing
2021-09-30 $864k 8.4k 103.03
2021-06-30 $885k 8.4k 105.34
2021-03-31 $864k 8.5k 101.89
2020-12-31 $757k 8.8k 86.32
2020-09-30 $620k 4.6k 134.87
2020-06-30 $682k 5.1k 132.94
2020-03-31 $530k 4.8k 109.66
2019-12-31 $811k 4.8k 170.66
2019-09-30 $765k 4.8k 159.84
2019-06-30 $764k 4.8k 159.57
2019-03-31 $754k 4.8k 157.05
2018-12-31 $726k 5.2k 138.31
2018-09-30 $866k 5.2k 167.38
2018-06-30 $848k 5.2k 162.02
2018-03-31 $818k 5.3k 154.49
2017-12-31 $840k 5.2k 160.03

More positions owned by Harborview Advisors

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Em Ex St-owned (XSOE)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Ishares Tr Micro-cap Etf (IWC)
Apple (AAPL)

View all positions for Harborview 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
G. W. Henssler & Associates
Willis Johnson & Associates
Jpmorgan Chase & Co

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