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iShares S&P MidCap 400 Value Index shares owned by Merriman

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

Historical chart of Merriman investment in iShares S&P MidCap 400 Value Index

Jul 2011Oct 2011Jan 2012Apr 2012Jul 2012Oct 2012Jan 20131.4M1.5M1.6M1.7M19k20k21k
Value ($)Share countHistorical IJJ position of Merriman Source: stockzoa.comValue ($)Share count

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All positions including iShares S&P MidCap 400 Value Index held by Merriman 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 Merriman

Quarter filed Position value Share count Share price at filing
2012-12-31 $1.6M 18k 88.12
2012-09-30 $1.6M 19k 84.99
2011-09-30 $1.4M 21k 66.01
2011-06-30 $1.8M 21k 84.00

More positions owned by Merriman

iShares MSCI EAFE Value Index (EFV)
iShares Barclays TIPS Bond Fund (TIP)
iShares Lehman Aggregate Bond (AGG)
iShares Russell Midcap Value Index (IWS)
iShares Russell Midcap Index Fund (IWR)
iShares MSCI EAFE Index Fund (EFA)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
SPDR DJ International Real Estate ETF (RWX)
Vanguard Emerging Markets ETF (VWO)
SPDR S&P International Small Cap (GWX)
PowerShares FTSE RAFI Developed Markets
Vanguard Small-Cap ETF (VB)
iShares Dow Jones US Real Estate (IYR)
iShares Morningstar Small Value (ISCV)
iShares S&P 500 Value Index (IVE)

View all positions for Merriman

Top funds holding iShares S&P MidCap 400 Value Index

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

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