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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
2025-09-30 $6.8M 53k 129.72
2025-06-30 $9.6M 78k 123.58
2025-03-31 $4.1M 34k 119.73
2024-12-31 $4.1M 33k 124.97
2024-09-30 $4.0M 32k 123.62
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 $1.7M 13k 127.48
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 $4.3M 27k 160.12
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)
Nvidia Corporation cs (NVDA)
Vanguard Index Fds Growth Etf cs (VUG)
Spdr S&p 500 Etf Tr Tr cs (SPY)
Invesco Qqq Tr cs (QQQ)
Microsoft Corp cs (MSFT)
Ishares Tr S&p 500 Grwt Etf cs (IVW)
Spdr Series Trust Portfolio S&p500 cs (SPLG)
Ishares Gold Tr Ishares mc (IAU)
Amazon cs (AMZN)
Ishares Tr Core S&p500 Etf cs (IVV)
Ishares Tr S&p 100 Etf cs (OEF)
Wisdomtree Tr Us Qtly Div Grt mc (DGRW)
Spdr Index cs (SPDW)
Vanguard Index Fds S&p 500 Etf mc (VOO)

View all positions for IFP Advisors

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