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iShares S&P MidCap 400 Value Index shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $481k 3.7k 129.73
2025-06-30 $537k 4.3k 123.59
2025-03-31 $520k 4.3k 119.74
2024-12-31 $554k 4.4k 124.96
2024-09-30 $607k 4.9k 123.62
2024-06-30 $556k 4.7k 118.29
2024-03-31 $588k 5.0k 118.29

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Grwt (STXG)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 500 Etf (STRV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
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

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