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

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

Historical chart of LMG 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 LMG 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 LMG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.1M 58k 123.62
2024-06-30 $6.5M 58k 113.46
2024-03-31 $6.8M 57k 118.29
2023-12-31 $6.6M 58k 114.04
2023-09-30 $5.8M 58k 100.93
2023-06-30 $6.1M 57k 107.13
2023-03-31 $5.9M 57k 102.77
2022-12-31 $6.1M 56k 108.49

More positions owned by LMG Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core Us Aggbd Et (AGG)
Chevron Corporation (CVX)
Cardinal Health (CAH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Prudential Financial (PRU)
Proshares Tr S&p Mdcp 400 Div (REGL)
Raytheon Technologies Corp (RTX)

View all positions for LMG Wealth Partners

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
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

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