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

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

Historical chart of Moneywise 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 Moneywise 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 Moneywise

Quarter filed Position value Share count Share price at filing
2024-12-31 $205k 1.6k 124.96
2024-09-30 $202k 1.6k 123.64
2023-12-31 $309k 2.7k 114.03
2023-09-30 $271k 2.7k 100.94
2023-06-30 $288k 2.7k 107.14
2023-03-31 $276k 2.7k 102.77
2022-12-31 $269k 2.7k 100.81
2022-09-30 $239k 2.7k 89.85
2022-06-30 $284k 3.0k 94.51
2022-03-31 $328k 3.0k 109.52
2021-12-31 $411k 3.7k 110.78
2021-09-30 $382k 3.7k 103.02
2021-06-30 $430k 4.1k 105.42
2021-03-31 $424k 4.2k 101.83
2020-12-31 $366k 4.2k 86.22
2020-09-30 $292k 2.2k 134.94
2020-06-30 $286k 2.2k 132.84
2020-03-31 $227k 2.1k 109.71
2019-12-31 $328k 2.1k 159.69
2019-09-30 $328k 2.1k 160.00
2019-06-30 $326k 2.0k 159.65
2019-03-31 $339k 2.2k 154.51
2018-12-31 $281k 2.0k 138.56
2018-09-30 $337k 2.0k 167.33
2018-06-30 $335k 2.1k 161.91
2018-03-31 $339k 2.2k 154.51
2017-12-31 $412k 2.6k 160.00
2017-09-30 $361k 2.4k 152.51
2017-06-30 $353k 2.4k 148.69
2017-03-31 $351k 2.4k 148.35
2016-12-31 $363k 2.5k 145.26
2016-09-30 $349k 2.6k 132.95

More positions owned by Moneywise

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 3000 Etf (IWV)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Total Usd (IUSB)
Pacer Fds Tr Pacer Us Small (CALF)
American Centy Etf Tr Us Quality Grow (QGRO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Moneywise

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