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iShares S&P MidCap 400 Value Index shares owned by Novak & Powell Financial Services

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

Historical chart of Novak & Powell Financial Services 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 Novak & Powell Financial Services 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 Novak & Powell Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.8M 15k 124.96
2024-09-30 $1.8M 15k 123.62
2024-06-30 $1.7M 15k 113.46
2024-03-31 $820k 6.9k 118.29
2023-12-31 $1.7M 15k 114.07

More positions owned by Novak & Powell Financial Services

Vanguard Growth Etf Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Large-cap Etf Large Cap Etf (VV)
Spdr S&p 500 Etf Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Value Etf Value Etf (VTV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Ishares S&p Smll Cap 600 Grth Etf S&P SML (IJT)
NVIDIA Corporation (NVDA)
Vanguard Short-term Corporate Bond Etf Shrt Trm Corp Bd (VCSH)

View all positions for Novak & Powell Financial Services

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Northern Trust
Financial Engines Advisors L.L.C
Raymond James & Associates
LPL Financial

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