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

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

Historical chart of JSF Financial 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 JSF Financial 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 JSF Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $447k 4.4k 100.93
2023-06-30 $13M 123k 107.13
2023-03-31 $12M 119k 102.77
2022-12-31 $12M 121k 100.80
2022-09-30 $10M 116k 90.00
2022-06-30 $8.5M 90k 94.41
2022-03-31 $12M 105k 109.64

More positions owned by JSF Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
DV (DV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr Msci Emg Mkt Etf (EEM)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for JSF Financial

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
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
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