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iShares S&P MidCap 400 Value Index shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth 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 Nelson, Van Denburg & Campbell Wealth 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 18k 118.29
2023-12-31 $2.2M 19k 114.04
2023-09-30 $2.2M 21k 100.93
2023-06-30 $2.3M 22k 107.13
2023-03-31 $2.3M 22k 102.77
2022-12-31 $2.3M 23k 100.80
2022-09-30 $2.1M 23k 89.98
2022-06-30 $2.1M 22k 94.39
2022-03-31 $2.5M 23k 109.60
2021-12-31 $2.9M 26k 110.67
2021-09-30 $2.9M 28k 103.03
2021-06-30 $3.2M 31k 105.34
2021-03-31 $3.5M 34k 101.91
2020-12-31 $4.1M 48k 86.30
2020-09-30 $4.2M 32k 134.84
2020-06-30 $4.3M 32k 132.94
2020-03-31 $3.5M 32k 109.73
2019-12-31 $5.8M 34k 170.71
2019-09-30 $4.4M 28k 159.89
2019-06-30 $3.5M 22k 159.46
2019-03-31 $3.4M 22k 156.94
2018-12-31 $2.9M 21k 138.30
2018-09-30 $3.7M 22k 167.31
2018-06-30 $3.4M 21k 162.03
2018-03-31 $3.2M 21k 154.51
2017-12-31 $2.8M 18k 160.10
2017-09-30 $2.3M 15k 152.72
2017-06-30 $2.1M 14k 148.52
2017-03-31 $2.2M 15k 148.43
2016-12-31 $2.2M 15k 145.19
2016-09-30 $2.0M 15k 133.00
2016-06-30 $1.9M 15k 128.07
2016-03-31 $1.7M 14k 124.01
2015-12-31 $1.0M 8.9k 117.16
2015-09-30 $993k 8.6k 115.38
2015-06-30 $1.1M 8.6k 128.97
2015-03-31 $1.2M 8.8k 130.99
2014-12-31 $1.1M 8.3k 127.82
2014-09-30 $980k 8.1k 120.33
2014-06-30 $1.0M 8.1k 126.93
2014-03-31 $914k 7.6k 120.49
2013-12-31 $847k 7.3k 116.25

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Active Growth Etf Etf (JGRO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)

View all positions for Nelson, Van Denburg & Campbell Wealth 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
Evensky & Katz
Cullen Frost Bankers
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