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

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

Historical chart of LWS Wealth 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 LWS Wealth 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 LWS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $819k 7.2k 114.04
2023-09-30 $717k 7.1k 100.94
2023-06-30 $780k 7.3k 107.10
2023-03-31 $729k 7.1k 102.71
2022-12-31 $808k 8.0k 100.80
2022-09-30 $738k 8.2k 90.05
2022-06-30 $781k 8.3k 94.41
2022-03-31 $911k 8.3k 109.60
2021-12-31 $945k 8.5k 110.67
2021-09-30 $877k 8.5k 102.99
2021-06-30 $890k 8.4k 105.34
2021-03-31 $1.3M 13k 101.90
2020-12-31 $1.5M 17k 86.31
2020-09-30 $1.1M 8.3k 134.86
2020-06-30 $1.1M 8.4k 133.03
2020-03-31 $1.1M 9.9k 109.74
2019-12-31 $2.5M 15k 170.73

More positions owned by LWS Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Mbs Etf (MBB)
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for LWS Wealth Advisors

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