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

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

Historical chart of Merriman 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 Merriman 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 Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.0M 57k 123.62
2024-06-30 $6.5M 57k 113.46
2024-03-31 $6.9M 59k 118.29
2023-09-30 $6.3M 62k 101.04
2023-06-30 $6.8M 64k 107.13
2023-03-31 $6.7M 66k 102.77
2022-12-31 $7.3M 73k 100.80
2022-09-30 $6.9M 76k 90.00
2022-06-30 $8.3M 88k 94.41
2022-03-31 $24M 223k 109.64
2021-12-31 $11M 100k 110.68
2021-09-30 $11M 102k 103.04
2021-06-30 $14M 130k 105.34
2021-03-31 $15M 145k 101.93
2020-12-31 $13M 148k 86.31
2020-09-30 $11M 80k 134.86
2020-06-30 $11M 84k 132.95
2019-12-31 $11M 63k 170.74
2019-09-30 $10M 64k 159.91
2019-06-30 $6.3M 3.9k 1604.92
2019-03-31 $3.9M 25k 156.96
2018-12-31 $800k 5.7k 141.47
2018-09-30 $9.6M 58k 167.32
2018-06-30 $9.3M 58k 162.03
2016-12-31 $2.6M 18k 145.20
2016-09-30 $2.5M 19k 132.98
2016-06-30 $2.4M 19k 128.05
2016-03-31 $2.3M 19k 124.05
2013-12-31 $1.9M 16k 116.26
2013-09-30 $1.8M 17k 108.05
2013-06-30 $1.7M 17k 101.28
2013-03-31 $1.7M 17k 100.91

More positions owned by Merriman Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Emerging Mkt Val (AVES)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Merriman Wealth Management

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