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iShares S&P MidCap 400 Value Index shares owned by JMG Financial Group

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

Historical chart of JMG Financial Group 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 JMG Financial Group 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 JMG Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $700k 5.9k 118.29
2023-12-31 $617k 5.4k 114.04
2023-09-30 $655k 6.5k 100.93
2023-06-30 $557k 5.2k 107.07
2023-03-31 $408k 4.0k 102.82
2022-12-31 $400k 4.0k 100.81
2022-09-30 $357k 4.0k 89.97
2022-06-30 $375k 4.0k 94.51

More positions owned by JMG Financial Group

Vanguard S&p 500 Etf idx (VOO)
Vanguard Mid-Cap ETF (VO)
Vanguard Europe Pacific ETF (VEA)
Schwab Strategic Tr us lrg cap etf (SCHX)
Spdr S&p 500 Etf (SPY)
Dimensional Etf Trust (DFSV)
Vanguard Emerging Markets ETF (VWO)
iShares Russell Midcap Index Fund (IWR)
Sch Us Mid-cap Etf etf (SCHM)
Schwab International Equity ETF (SCHF)
Dimensional Etf Trust (DFGR)
Dimensional International Core Equity 2 ETF (DFIC)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Total Stock Market ETF (VTI)
Vanguard Large-Cap ETF (VV)

View all positions for JMG Financial Group

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Cullen Frost Bankers
Evensky & Katz
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
G. W. Henssler & Associates
Willis Johnson & Associates
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Value Index