Lutz Financial Services »

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

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

Historical chart of Lutz Financial Services 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 Lutz Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Lutz Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 128k 114.04
2023-09-30 $13M 129k 100.93
2023-06-30 $14M 131k 107.13
2023-03-31 $14M 131k 102.77
2022-12-31 $13M 132k 100.80
2022-09-30 $12M 133k 90.00
2022-06-30 $13M 134k 94.41
2022-03-31 $15M 134k 109.64
2021-12-31 $15M 134k 110.68
2021-09-30 $14M 134k 103.04
2021-06-30 $14M 134k 105.34
2021-03-31 $14M 136k 101.93
2020-12-31 $12M 142k 86.30
2020-09-30 $9.7M 72k 134.86
2020-06-30 $9.7M 73k 132.94
2020-03-31 $8.1M 74k 109.76
2019-12-31 $16M 91k 170.73
2019-09-30 $15M 92k 159.90
2019-06-30 $15M 93k 159.47
2019-03-31 $15M 94k 156.97
2018-12-31 $12M 87k 138.34
2018-09-30 $15M 91k 167.33
2018-06-30 $14M 88k 162.03
2018-03-31 $14M 90k 154.51
2017-12-31 $15M 92k 160.11

More positions owned by Lutz Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Lutz Financial Services

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