Jackson, Grant Investment Advisers »

iShares S&P MidCap 400 Value Index shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $185k 1.4k 129.76
2025-06-30 $176k 1.4k 123.60
2025-03-31 $170k 1.4k 119.74
2024-12-31 $176k 1.4k 124.95
2024-09-30 $174k 1.4k 123.59
2024-06-30 $158k 1.4k 113.49
2024-03-31 $164k 1.4k 118.29
2023-12-31 $158k 1.4k 114.01
2023-09-30 $139k 1.4k 100.93
2023-06-30 $147k 1.4k 107.14
2023-03-31 $140k 1.4k 102.74
2022-12-31 $137k 1.4k 100.83
2022-09-30 $122k 1.4k 90.17
2022-06-30 $127k 1.3k 94.56
2022-03-31 $147k 1.3k 109.87
2021-12-31 $148k 1.3k 111.03
2021-09-30 $137k 1.3k 103.24
2021-06-30 $139k 1.3k 105.30
2021-03-31 $134k 1.3k 101.82
2020-12-31 $113k 1.3k 86.19
2020-09-30 $88k 653 134.76
2020-06-30 $86k 649 132.51
2020-03-31 $71k 646 109.91
2019-12-31 $109k 640 170.31
2019-09-30 $102k 637 160.13
2019-06-30 $101k 634 159.31
2019-03-31 $99k 632 156.65
2018-12-31 $87k 629 138.31
2018-09-30 $104k 623 166.93
2018-06-30 $101k 621 162.64
2018-03-31 $96k 621 154.59
2017-12-31 $99k 618 160.19
2017-09-30 $94k 613 153.34
2017-06-30 $91k 610 149.18
2017-03-31 $90k 608 148.03
2016-12-31 $88k 608 144.74
2016-09-30 $80k 602 132.89
2016-06-30 $77k 602 127.91
2016-03-31 $74k 597 123.95
2015-12-31 $70k 594 117.85

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Ishares Tr Select Divid Etf (DVY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Jackson, Grant Investment Advisers

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