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iShares S&P MidCap 400 Value Index shares owned by McElhenny Sheffield Capital Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by McElhenny Sheffield Capital Management from 13F filings

Historical chart of McElhenny Sheffield Capital Management 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 McElhenny Sheffield Capital Management 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 McElhenny Sheffield Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 26k 111.99
2023-12-31 $2.9M 26k 111.96
2023-09-30 $2.7M 27k 100.27
2023-06-30 $3.0M 27k 112.67
2023-03-31 $2.6M 26k 101.97

More positions owned by McElhenny Sheffield Capital Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Etf Ser Solutions Mcelhenny Shefld (MSMR)
Proshares Tr Ultrapro Qqq (TQQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Us Aer Def Etf (ITA)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Microsoft Corporation (MSFT)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Abbott Laboratories (ABT)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)

View all positions for McElhenny Sheffield Capital Management

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
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

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