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iShares S&P MidCap 400 Value Index shares owned by Journey Advisory Group

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

Historical chart of Journey Advisory 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 Journey Advisory 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 Journey Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $240k 2.1k 113.45
2024-06-30 $240k 2.1k 113.45
2024-03-31 $677k 5.7k 118.29
2023-12-31 $4.9M 43k 114.04
2023-09-30 $4.2M 42k 100.93
2023-06-30 $4.4M 41k 107.13
2023-03-31 $4.5M 44k 102.77

More positions owned by Journey Advisory Group

Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Apple (AAPL)
Procter & Gamble Company (PG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Eli Lilly & Co. (LLY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
JPMorgan Chase & Co. (JPM)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 28 Trm Ts (IBTI)

View all positions for Journey Advisory Group

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