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iShares S&P MidCap 400 Value Index shares owned by King Wealth Management

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

Historical chart of King Wealth Management 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 King Wealth Management 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 King Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.5M 39k 114.05
2023-09-30 $4.1M 40k 100.94
2023-06-30 $4.4M 41k 107.13
2023-03-31 $4.4M 42k 102.76
2022-12-31 $4.3M 43k 100.80
2022-09-30 $4.0M 45k 90.00
2022-06-30 $4.0M 43k 94.41
2022-03-31 $4.6M 42k 109.64
2021-12-31 $4.4M 40k 110.67
2021-09-30 $2.4M 24k 103.02
2021-06-30 $2.2M 21k 105.31
2021-03-31 $2.1M 21k 101.94
2020-12-31 $1.8M 21k 86.29
2020-09-30 $674k 5.0k 134.83
2020-06-30 $220k 1.7k 133.17
2019-12-31 $9.6M 56k 170.72
2019-09-30 $9.2M 58k 159.89
2019-06-30 $9.0M 56k 159.47
2019-03-31 $8.7M 56k 156.97
2018-12-31 $7.7M 56k 138.33
2018-09-30 $9.7M 58k 167.31
2018-06-30 $9.4M 58k 162.03
2018-03-31 $8.9M 57k 154.49
2017-12-31 $9.3M 58k 160.11
2017-09-30 $8.5M 56k 152.72
2017-06-30 $8.2M 55k 148.55
2017-03-31 $8.1M 54k 148.46
2016-12-31 $7.6M 53k 145.22
2016-09-30 $7.0M 53k 133.00
2016-06-30 $6.6M 52k 128.05
2016-03-31 $6.5M 52k 124.04
2015-12-31 $6.1M 52k 117.19
2015-09-30 $6.0M 52k 115.35
2015-06-30 $6.6M 51k 128.95
2015-03-31 $6.5M 50k 130.94
2014-12-31 $6.3M 49k 127.82
2014-09-30 $5.7M 47k 120.30
2014-06-30 $5.5M 46k 120.42
2014-03-31 $5.5M 46k 120.42
2013-12-31 $5.4M 47k 116.23
2013-09-30 $4.9M 45k 108.02
2013-06-30 $4.5M 44k 101.27

More positions owned by King Wealth Management

Ishares Tr Ivv Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Spy Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Ijh Core S&p Mcp Etf (IJH)
Visa Com Cl A (V)
Ishares Tr Ijr Core S&p Scp Etf (IJR)
Eli Lilly & Co. (LLY)
UnitedHealth (UNH)
McDonald's Corporation (MCD)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Ishares Tr Itot Core S&p Ttl Stk (ITOT)
Fidelity Covington Trust Msci Info Tech I (FTEC)

View all positions for King Wealth Management

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