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iShares S&P MidCap 400 Value Index shares owned by Ironwood Wealth Management

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

Historical chart of Ironwood Wealth Management 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 Ironwood Wealth Management 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 Ironwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.3M 42k 124.96
2024-09-30 $5.7M 46k 123.62
2024-06-30 $5.2M 46k 113.46
2024-03-31 $5.5M 46k 118.29
2023-12-31 $5.3M 47k 114.04
2023-09-30 $4.7M 47k 100.93
2023-06-30 $5.1M 48k 107.13
2023-03-31 $4.8M 47k 102.77
2022-12-31 $4.7M 47k 100.80
2022-09-30 $4.3M 48k 90.01
2022-06-30 $4.4M 47k 94.42
2022-03-31 $5.1M 46k 110.97
2021-12-31 $5.0M 45k 110.68
2021-09-30 $4.6M 44k 103.04
2021-06-30 $4.6M 43k 105.33
2021-03-31 $4.3M 42k 101.93
2020-12-31 $3.6M 42k 86.29
2020-09-30 $2.8M 21k 134.86
2020-06-30 $2.9M 22k 132.96
2020-03-31 $8.0k 70 114.29
2019-12-31 $24k 140 171.43
2019-09-30 $22k 140 157.14
2019-06-30 $22k 140 157.14
2019-03-31 $22k 140 157.14
2018-12-31 $19k 140 135.71
2018-09-30 $23k 140 164.29
2018-06-30 $23k 140 164.29
2018-03-31 $25k 165 151.52
2017-12-31 $26k 165 157.58
2017-09-30 $25k 165 151.52
2017-06-30 $25k 165 151.52
2017-03-31 $24k 165 145.45
2016-12-31 $29k 202 143.56
2016-09-30 $27k 202 133.66
2016-06-30 $26k 202 128.71
2016-03-31 $25k 202 123.76
2015-09-30 $23k 202 113.86
2015-06-30 $26k 202 128.71
2015-03-31 $26k 202 128.71
2014-12-31 $26k 202 128.71

More positions owned by Ironwood Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Msci Equal Weite (EUSA)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ibonds Dec 29 (IBDU)

View all positions for Ironwood Wealth Management

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