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iShares S&P MidCap 400 Value Index shares owned by LVZ Advisors

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

Historical chart of LVZ Advisors 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 LVZ Advisors 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 LVZ Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 25k 123.62
2024-06-30 $2.7M 23k 113.46
2024-03-31 $2.7M 23k 118.29
2023-12-31 $2.9M 26k 114.04
2023-09-30 $2.5M 25k 100.93
2023-06-30 $2.6M 25k 107.13
2023-03-31 $2.2M 22k 102.77
2022-12-31 $2.1M 21k 100.80
2022-09-30 $1.6M 18k 89.99
2022-06-30 $1.5M 16k 94.42
2018-12-31 $12M 86k 138.34
2018-09-30 $14M 84k 160.47
2018-06-30 $16M 100k 162.03
2018-03-31 $15M 96k 154.50
2017-12-31 $15M 93k 160.11
2017-09-30 $14M 91k 152.73
2017-06-30 $21M 141k 148.55
2017-03-31 $22M 149k 148.45
2016-12-31 $22M 150k 145.21
2016-09-30 $16M 122k 133.00
2016-06-30 $14M 113k 128.05
2016-03-31 $14M 111k 124.04
2015-12-31 $12M 101k 117.20
2015-09-30 $11M 96k 115.35
2015-06-30 $12M 90k 127.48
2015-03-31 $11M 86k 130.95
2014-12-31 $11M 84k 127.83
2014-09-30 $9.5M 79k 120.32
2014-06-30 $9.8M 77k 126.93
2014-03-31 $9.2M 77k 120.42
2013-12-31 $16M 135k 116.23

More positions owned by LVZ Advisors

First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for LVZ Advisors

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