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iShares S&P MidCap 400 Value Index shares owned by Nations Financial Group

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

Historical chart of Nations Financial Group 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 Nations Financial Group 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 Nations Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.6M 84k 114.04
2023-09-30 $9.2M 91k 100.93
2023-06-30 $9.4M 88k 107.13
2023-03-31 $9.1M 89k 102.77
2022-12-31 $9.0M 89k 100.80
2022-09-30 $8.1M 90k 90.00
2022-06-30 $8.4M 89k 94.41
2022-03-31 $9.2M 84k 109.64
2021-12-31 $10M 92k 110.68
2021-09-30 $8.4M 82k 103.04
2021-06-30 $7.1M 68k 105.34
2021-03-31 $2.0M 20k 101.91
2020-12-31 $1.8M 21k 86.32
2020-09-30 $1.4M 10k 134.90
2020-06-30 $1.4M 10k 132.97
2020-03-31 $1.1M 10k 109.75
2019-12-31 $1.0M 6.0k 170.72
2019-09-30 $967k 6.0k 162.09
2019-06-30 $831k 5.2k 159.53
2019-03-31 $833k 5.3k 156.96
2018-12-31 $721k 5.2k 138.31
2018-09-30 $633k 3.8k 167.37
2018-06-30 $512k 3.2k 162.18
2018-03-31 $479k 3.1k 154.52
2017-12-31 $495k 3.1k 160.09
2017-09-30 $471k 3.1k 152.77
2017-06-30 $457k 3.1k 148.57
2017-03-31 $296k 2.0k 148.52
2016-12-31 $313k 2.2k 145.11
2016-09-30 $429k 3.2k 133.06
2016-06-30 $382k 3.0k 127.97
2016-03-31 $332k 2.7k 124.06
2015-12-31 $309k 2.6k 117.27

More positions owned by Nations Financial Group

Apple Stock (AAPL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Microsoft Corp Stock (MSFT)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Russell 3000 Etf Etf (IWV)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Mid-cap Etf Etf (VO)
Technology Select Sector Spdr Fund Etf (XLK)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Ishares Core S&p Small Cap Etf Etf (IJR)
Exxon Mobil Corp Stock (XOM)
Vanguard Value Etf Etf (VTV)

View all positions for Nations Financial Group

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