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iShares S&P MidCap 400 Value Index shares owned by Houlihan Financial Resource Group

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Houlihan Financial Resource Group from 13F filings

Historical chart of Houlihan Financial Resource Group 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 Houlihan Financial Resource Group 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 Houlihan Financial Resource Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $983k 8.0k 123.59
2024-03-31 $941k 8.0k 118.35
2023-12-31 $907k 8.0k 114.07
2023-09-30 $782k 8.0k 98.36
2023-03-31 $832k 8.1k 102.75
2022-12-31 $846k 8.1k 104.50
2022-09-30 $770k 8.1k 95.12
2020-09-30 $636k 8.1k 78.12
2020-03-31 $469k 4.3k 109.86
2019-12-31 $729k 4.3k 170.77

More positions owned by Houlihan Financial Resource Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ibonds Dec24 Etf
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Pfd And Incm Sec (PFF)
Amazon (AMZN)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Houlihan Financial Resource Group

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
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

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