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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
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 $4.7B 46M 100.80
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 36k 159.47
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)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment 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
Bank of New York Mellon
Cullen Frost Bankers
Midland Wealth Advisors
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