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

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

Historical chart of HCR 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 HCR 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $215k 1.7k 123.69
2024-03-31 $206k 1.7k 118.35
2020-12-31 $99k 1.4k 72.16
2020-09-30 $77k 321 239.88
2020-06-30 $72k 323 222.91
2020-03-31 $57k 321 177.57
2019-12-31 $77k 323 238.39

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
iShares Core S&P Small-Cap ETF Etf (IJR)
Nvidia Corp Common Stock (NVDA)
Microsoft Common Stock (MSFT)
iShares Core S&P 500 ETF Etf (IVV)
Ametek Common Stock (AME)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
iShares Core MSCI Emerging ETF Etf (IEMG)
Meta Platforms Common Stock (META)
Amazon.Com Common Stock (AMZN)
Visa Common Stock (V)

View all positions for HCR Wealth 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