Objective Capital Management »

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

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

Historical chart of Objective 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 Objective 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 Objective Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $973k 7.9k 123.61
2024-03-31 $633k 5.4k 118.29
2023-12-31 $519k 4.6k 114.04
2023-09-30 $210k 2.1k 100.94
2022-03-31 $308k 2.8k 109.65
2021-12-31 $278k 2.5k 110.49

More positions owned by Objective Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 100 Etf (OEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Harbor Etf Trust Long Term Grower (WINN)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Objective Capital Management

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