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iShares S&P MidCap 400 Value Index shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $102M 788k 129.72
2025-06-30 $99M 801k 123.58
2025-03-31 $98M 818k 119.73
2024-12-31 $82M 654k 124.96
2024-09-30 $75M 606k 123.62
2024-06-30 $69M 609k 113.46
2024-03-31 $70M 588k 118.29
2023-09-30 $86M 854k 100.93
2023-06-30 $63M 588k 107.13
2023-03-31 $72M 704k 102.77
2022-12-31 $94M 934k 100.80
2022-09-30 $83M 926k 90.00
2022-06-30 $84M 894k 94.41
2022-03-31 $98M 896k 109.64
2021-12-31 $136M 1.2M 110.68
2021-09-30 $112M 1.1M 103.04
2021-06-30 $80M 762k 105.34
2021-03-31 $52M 506k 101.93
2020-12-31 $33M 378k 86.30
2020-09-30 $24M 181k 134.86
2020-06-30 $27M 203k 132.94
2020-03-31 $24M 219k 109.75
2019-12-31 $58M 337k 170.73
2019-09-30 $42M 265k 159.90
2019-06-30 $44M 273k 159.47
2019-03-31 $61M 388k 156.97
2018-12-31 $30M 219k 138.34
2018-09-30 $34M 206k 167.33
2018-06-30 $31M 190k 162.03
2018-03-31 $29M 185k 154.50
2017-12-31 $28M 177k 160.11
2017-09-30 $24M 156k 152.73
2017-06-30 $26M 177k 148.55
2017-03-31 $57M 385k 147.30
2016-12-31 $67M 457k 146.33
2016-09-30 $41M 309k 131.36
2016-06-30 $73M 576k 127.01
2016-03-31 $52M 423k 121.67
2015-12-31 $36M 313k 115.92
2015-09-30 $19M 160k 119.57
2015-06-30 $43M 335k 128.26
2015-03-31 $44M 335k 130.77
2014-12-31 $41M 319k 127.83
2014-09-30 $51M 427k 118.73
2014-06-30 $59M 462k 126.92
2014-03-31 $47M 388k 120.42
2013-12-31 $43M 366k 116.23
2013-09-30 $40M 358k 110.34
2013-06-30 $36M 356k 101.27
2012-09-30 $22M 262k 85.01
2011-09-30 $8.8M 133k 66.01

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Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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