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

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

Historical chart of Naples Global 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 Naples Global 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 Naples Global Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $521k 4.2k 123.63
2024-06-30 $478k 4.2k 113.47
2024-03-31 $499k 4.2k 118.29

More positions owned by Naples Global Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Eli Lilly & Co. (LLY)
Merck & Co (MRK)
Amgen (AMGN)
Corning Incorporated (GLW)

View all positions for Naples Global 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