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iShares S&P MidCap 400 Value Index shares owned by Keystone Wealth Partners

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

Historical chart of Keystone Wealth Partners 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 Keystone Wealth Partners 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 Keystone Wealth Partners

Quarter filed Position value Share count Share price at filing
2022-03-31 $21M 187k 109.64
2021-12-31 $19M 173k 110.68
2021-09-30 $17M 162k 103.04
2021-06-30 $16M 149k 105.34
2021-03-31 $14M 137k 101.93
2020-12-31 $11M 132k 86.30

More positions owned by Keystone Wealth Partners

Vanguard Short-Term Treasury ETF Common Stock (VGSH)
Ishares Core S&p 500 Etf Common Stock (IVV)
Ishares S&p Midcap 400 Va Common Stock (IJJ)
Vanguard Mid-Cap VIPERs Common Stock (VO)
Vanguard Tax-managed Intl Common Stock (VEA)
iShares 0-5 Year TIPS Bond ETF Common Stock (STIP)
Schwab US TIPS ETF Common Stock (SCHP)
Vanguard Short Term Corp Common Stock (VCSH)
Ishares Tr Core S&p Small Common Stock (IJR)
Dfa Tax-managed International Lg Value Common Stock (DFIV)
Vanguard Intmdt-Term Trs ETF Common Stock (VGIT)
Vanguard Total Stock Mark Common Stock (VTI)
Vanguard Ttl Bd Mkt Common Stock (BND)
Marathon Petroleum Corp Common Stock (MPC)
Home Depot Common Stock (HD)

View all positions for Keystone Wealth Partners

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
Commonwealth Equity Services
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co

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