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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
2024-03-31 $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)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us High Profitab (DUHP)
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)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for LVZ Advisors

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
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co

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