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

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

Historical chart of IFP 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 IFP 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 IFP Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.6M 32k 113.46
2024-03-31 $6.4M 54k 118.29
2023-12-31 $6.1M 54k 114.04
2023-09-30 $289k 2.9k 100.95
2023-06-30 $548k 4.3k 126.82
2023-03-31 $765k 6.0k 126.87
2022-12-31 $983k 7.7k 128.09
2022-09-30 $1.2M 9.1k 127.77
2022-06-30 $1.1M 8.5k 127.59
2022-03-31 $1.1M 8.5k 127.59
2021-12-31 $6.6M 59k 110.93
2021-09-30 $7.5M 73k 103.71
2021-06-30 $11M 107k 105.20
2021-03-31 $7.4M 73k 102.02
2020-12-31 $1.1M 13k 86.35
2020-09-30 $951k 7.1k 134.11
2020-06-30 $844k 6.4k 131.18
2020-03-31 $591k 5.2k 113.70
2019-12-31 $949k 5.5k 171.39
2019-09-30 $816k 5.1k 158.54
2019-03-31 $142k 909 156.22
2018-12-31 $1.3M 9.2k 137.00
2018-09-30 $4.0M 24k 167.32
2018-06-30 $4.6M 29k 162.02
2018-03-31 $4.4M 29k 154.51
2017-12-31 $4.3M 27k 160.12
2017-09-30 $4.4M 29k 152.71
2017-06-30 $4.2M 29k 148.54
2017-03-31 $6.3M 42k 148.44
2016-12-31 $4.5M 31k 145.20
2016-09-30 $2.7M 21k 133.00
2016-06-30 $2.7M 21k 128.05
2016-03-31 $2.4M 19k 124.06
2015-12-31 $2.4M 21k 117.22

More positions owned by IFP Advisors

Apple cs (AAPL)
Invesco Qqq Tr mc (QQQ)
Spdr S&p 500 Etf Tr cs (SPY)
Vanguard Index Fds cs (VUG)
Wisdomtree Tr mc (DGRW)
Microsoft Corp cs (MSFT)
Spdr Ser Tr cs (SPLG)
Ishares Tr cs (OEF)
Nvidia Corporation cs (NVDA)
First Tr Exchng Traded Fd Vi mc (UCON)
Ishares Tr cs (IVV)
Amazon cs (AMZN)
Alphabet cs (GOOGL)
Ishares Tr cs (TLT)
Spdr Index Shs Fds cs (SPDW)

View all positions for IFP Advisors

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