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iShares S&P MidCap 400 Value Index shares owned by McGlone Suttner Wealth Management

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

Historical chart of McGlone Suttner Wealth 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 McGlone Suttner Wealth 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 McGlone Suttner Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $201k 1.5k 132.46
2023-12-31 $186k 1.6k 114.05
2023-06-30 $212k 2.0k 107.17

More positions owned by McGlone Suttner Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Us Vlu (IUSV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Internatnal Val (DFIV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Fidelity Covington Trust Enhanced Large (FELG)
Apple (AAPL)

View all positions for McGlone Suttner Wealth Management

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
FMR
Wells Fargo & Company
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Cullen Frost Bankers
Raymond James Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Ameriprise Financial

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