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iShares S&P MidCap 400 Value Index shares owned by Independent Family Office

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

Historical chart of Independent Family Office 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 Independent Family Office 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 Independent Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $383k 3.1k 123.62
2024-06-30 $352k 3.1k 113.46
2024-03-31 $367k 3.1k 118.29
2023-12-31 $354k 3.1k 114.04
2023-09-30 $313k 3.1k 100.93
2023-06-30 $332k 3.1k 107.13

More positions owned by Independent Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ptc (PTC)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus 1000 Val Etf (IWD)
Toast Cl A (TOST)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 2000 Val Etf (IWN)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Scotts Miracle-gro Cl A (SMG)

View all positions for Independent Family Office

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