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iShares S&P MidCap 400 Value Index shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment 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 Moneta Group Investment 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 101k 123.62
2024-06-30 $12M 101k 113.46
2024-03-31 $12M 102k 118.29
2023-12-31 $6.9M 60k 114.04
2023-09-30 $6.0M 59k 100.93
2023-06-30 $5.9M 55k 107.13
2023-03-31 $4.6M 44k 102.77
2022-12-31 $4.7M 1.6k 2943.59
2022-09-30 $3.6M 40k 90.00
2022-06-30 $4.0M 43k 94.41
2022-03-31 $2.6M 24k 109.64
2021-12-31 $2.7M 25k 110.68
2021-09-30 $2.1M 20k 103.04
2021-06-30 $2.3M 22k 105.34
2021-03-31 $2.1M 21k 101.93
2020-12-31 $1.4M 17k 86.30
2020-09-30 $899k 13k 67.43
2020-06-30 $254k 1.9k 132.91
2020-03-31 $9.0M 82k 109.75
2019-12-31 $11M 64k 170.73
2019-09-30 $6.8M 43k 159.90
2019-06-30 $5.7M 27k 208.38
2019-03-31 $5.6M 25k 224.03
2018-12-31 $4.9M 35k 138.34
2018-09-30 $9.1M 55k 167.33
2018-06-30 $9.0M 54k 165.04
2018-03-31 $5.5M 36k 154.50
2017-12-31 $5.7M 36k 160.12
2017-09-30 $5.5M 36k 152.73
2017-06-30 $5.3M 36k 148.55
2017-03-31 $5.3M 36k 148.44
2016-12-31 $5.2M 36k 145.22
2016-09-30 $4.8M 36k 133.00
2016-06-30 $4.6M 36k 128.05
2016-03-31 $4.5M 36k 124.05
2015-12-31 $4.2M 36k 117.19
2015-09-30 $2.7M 24k 115.36
2015-06-30 $1.6M 12k 128.92
2015-03-31 $278k 2.1k 130.76
2014-12-31 $234k 1.8k 127.66
2011-09-30 $202k 2.3k 86.32
2011-06-30 $202k 2.3k 86.32
2011-03-31 $202k 2.3k 86.32

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Archer Daniels Midland Company (ADM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
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
Midland Wealth Advisors
Royal Bank of Canada

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