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iShares S&P MidCap 400 Value Index shares owned by Koss-Olinger Consulting

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

Historical chart of Koss-Olinger Consulting 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 Koss-Olinger Consulting 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 Koss-Olinger Consulting

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 1.8k 123.58
2025-06-30 $217k 1.8k 123.58
2025-03-31 $210k 1.8k 119.93
2024-09-30 $213k 1.7k 123.62

More positions owned by Koss-Olinger Consulting

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Broad Usd High (USHY)
Vanguard Bd Index Fds Long Term Bond (BLV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Tesla Motors (TSLA)
Spdr Series Trust S&p 500 Esg Etf (EFIV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)

View all positions for Koss-Olinger Consulting

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Ameriprise Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

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