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

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

Historical chart of MONECO 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 MONECO 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 MONECO Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $672k 5.7k 118.28
2023-12-31 $640k 5.6k 114.03
2023-09-30 $561k 5.6k 100.93
2023-06-30 $595k 5.6k 107.14
2023-03-31 $569k 5.5k 102.76
2022-12-31 $557k 5.5k 100.80
2022-09-30 $539k 6.0k 90.06
2022-06-30 $561k 5.9k 94.38
2022-03-31 $655k 6.0k 109.61
2021-12-31 $626k 5.9k 105.78
2021-09-30 $607k 5.9k 103.04
2021-06-30 $706k 6.7k 105.31
2021-03-31 $778k 7.6k 101.89
2020-12-31 $697k 7.7k 90.50
2020-09-30 $524k 3.9k 134.88
2020-06-30 $516k 3.9k 132.92
2020-03-31 $425k 3.9k 109.88
2019-12-31 $685k 4.0k 172.59
2019-09-30 $634k 4.0k 159.94
2019-06-30 $726k 4.6k 159.49
2019-03-31 $769k 4.9k 157.03
2018-12-31 $679k 4.9k 138.40

More positions owned by MONECO Advisors

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr S&p Divid Etf (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for MONECO Advisors

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