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iShares S&P MidCap 400 Value Index shares owned by MV Capital Management

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

Historical chart of MV Capital 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 MV Capital 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 MV Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $426k 3.6k 118.29
2023-12-31 $411k 3.6k 114.04
2023-09-30 $439k 4.3k 100.93
2023-06-30 $447k 4.2k 107.13
2023-03-31 $556k 5.4k 102.77
2022-12-31 $104k 1.0k 100.80
2022-09-30 $93k 1.0k 90.20
2022-06-30 $7.0k 75 93.33
2022-03-31 $8.0k 75 106.67
2021-12-31 $8.0k 72 111.11
2021-09-30 $7.0k 72 97.22
2021-06-30 $8.0k 72 111.11
2021-03-31 $7.0k 72 97.22
2020-12-31 $6.0k 72 83.33
2020-03-31 $41k 378 108.47
2019-12-31 $3.6M 21k 170.73
2019-09-30 $3.3M 21k 159.91
2019-06-30 $3.5M 22k 159.49
2019-03-31 $3.1M 20k 156.96
2018-12-31 $2.5M 18k 138.34
2018-09-30 $3.7M 22k 167.34
2018-06-30 $4.5M 28k 162.02
2018-03-31 $3.5M 23k 154.51
2017-12-31 $4.2M 26k 160.09
2017-09-30 $3.9M 26k 152.73
2017-06-30 $3.7M 25k 148.55
2017-03-31 $3.5M 24k 148.44
2016-12-31 $2.4M 16k 145.20
2016-09-30 $101k 761 132.72
2016-06-30 $667k 5.2k 128.05
2016-03-31 $92k 740 124.32
2015-12-31 $2.0M 17k 117.18
2015-09-30 $2.0M 17k 115.36
2015-06-30 $2.5M 20k 128.95
2015-03-31 $2.0M 15k 130.93
2014-12-31 $1.2M 9.4k 127.83

More positions owned by MV Capital Management

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Val Etf (IWD)
Abbvie (ABBV)
Abbott Laboratories (ABT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Apple (AAPL)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for MV Capital Management

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
Cullen Frost Bankers
Evensky & Katz
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
G. W. Henssler & Associates
Willis Johnson & Associates
Jpmorgan Chase & Co

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