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iShares S&P MidCap 400 Value Index shares owned by Kings Point Capital Management

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

Historical chart of Kings Point Capital 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 Kings Point Capital 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 Kings Point Capital Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $9.7M 89k 109.64
2021-12-31 $9.9M 89k 110.68
2021-09-30 $10M 100k 103.04
2021-06-30 $11M 100k 105.34
2021-03-31 $10M 100k 101.93
2020-12-31 $9.5M 110k 86.30
2020-09-30 $7.8M 58k 134.86
2020-06-30 $7.8M 59k 132.93
2020-03-31 $7.4M 67k 109.75
2019-12-31 $12M 69k 170.73
2019-09-30 $11M 68k 159.90
2019-06-30 $11M 67k 159.47
2019-03-31 $11M 67k 156.97
2018-12-31 $9.2M 66k 138.34
2018-09-30 $12M 69k 167.33
2018-06-30 $11M 70k 162.03
2018-03-31 $11M 71k 154.50
2017-12-31 $11M 69k 160.11
2017-09-30 $11M 69k 152.74
2017-06-30 $11M 71k 148.55
2017-03-31 $10M 68k 148.45
2016-12-31 $9.3M 64k 145.21
2016-09-30 $7.7M 58k 133.00
2016-06-30 $8.0M 63k 128.05
2016-03-31 $7.8M 63k 124.04
2015-12-31 $8.6M 74k 117.20
2015-09-30 $9.3M 81k 115.35
2015-06-30 $12M 89k 128.96
2015-03-31 $11M 87k 130.95
2014-12-31 $8.2M 65k 127.83
2014-09-30 $7.2M 60k 120.31
2014-06-30 $7.5M 59k 126.92
2014-03-31 $7.0M 58k 120.43
2013-12-31 $4.3M 37k 116.23
2013-09-30 $3.4M 32k 108.03
2013-06-30 $3.2M 32k 101.26

More positions owned by Kings Point Capital Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Pimco Etf Tr Enhanced Sho Etf (MINT)
Alphabet Inc Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Accenture Plc Ireland Cla Shs Class A (ACN)
Thermo Fisher Scientific (TMO)
Aon Cl A Added (AON)
American Express Company (AXP)
NVIDIA Corporation (NVDA)
Blackstone Group Com Cl A (BX)
Honeywell International (HON)
Hca Holdings (HCA)
American Tower Reit Cl A (AMT)
Raytheon Technologies Corp Com Added (RTX)

View all positions for Kings Point Capital Management

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
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
Midland Wealth Advisors
Royal Bank of Canada

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