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iShares S&P MidCap 400 Value Index shares owned by JNBA Financial Advisors

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

Historical chart of JNBA Financial 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 JNBA Financial 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 JNBA Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.9M 43k 114.04
2023-09-30 $4.4M 44k 100.93
2023-06-30 $4.8M 45k 107.13
2023-03-31 $4.6M 45k 102.77
2022-12-31 $4.6M 45k 100.80
2022-09-30 $4.0M 45k 89.99
2022-06-30 $4.2M 45k 94.40
2022-03-31 $5.0M 45k 109.63
2021-12-31 $5.1M 46k 110.68
2021-09-30 $4.8M 46k 103.04
2021-06-30 $4.9M 46k 105.33
2021-03-31 $4.7M 46k 101.94
2020-12-31 $4.0M 46k 86.29
2020-09-30 $3.1M 23k 134.84
2020-06-30 $3.1M 23k 132.96
2020-03-31 $2.6M 23k 109.76
2019-12-31 $4.2M 25k 170.72
2019-09-30 $4.0M 25k 159.90
2019-06-30 $3.9M 25k 159.46
2019-03-31 $3.9M 25k 156.96
2018-12-31 $3.6M 26k 138.33
2018-09-30 $25k 150 166.67
2018-06-30 $4.3M 27k 162.04
2018-03-31 $27M 27k 1000.00
2017-12-31 $4.5M 28k 160.11
2017-09-30 $4.3M 28k 152.71
2017-06-30 $4.3M 29k 148.56
2017-03-31 $4.3M 29k 148.45
2016-12-31 $4.3M 30k 145.21
2016-09-30 $35k 260 134.62
2016-06-30 $4.0M 31k 128.04
2016-03-31 $3.9M 31k 124.05
2015-12-31 $3.7M 32k 117.21
2015-09-30 $3.7M 32k 115.35
2015-06-30 $3.8M 30k 128.97
2015-03-31 $3.8M 29k 130.95
2014-12-31 $3.6M 28k 127.82
2014-09-30 $3.3M 27k 120.31
2014-06-30 $3.4M 27k 126.92
2014-03-31 $3.2M 27k 120.41
2013-12-31 $3.2M 27k 116.21
2013-09-30 $2.9M 27k 108.02
2013-06-30 $2.7M 27k 101.28
2013-03-31 $2.6M 26k 100.88
2012-12-31 $2.3M 26k 88.16

More positions owned by JNBA Financial Advisors

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
AFLAC Incorporated (AFL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for JNBA Financial Advisors

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
Evensky & Katz
Bank of New York Mellon
Cullen Frost Bankers
Midland Wealth Advisors
Royal Bank of Canada
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

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