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iShares S&P MidCap 400 Value Index shares owned by Panoramic Investment Advisors

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

Historical chart of Panoramic Investment 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 Panoramic Investment 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 Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $742k 5.9k 124.96
2024-09-30 $734k 5.9k 123.62
2024-03-31 $779k 6.6k 118.29
2023-12-31 $531k 4.7k 114.04
2023-09-30 $470k 4.7k 100.93
2022-12-31 $336k 3.3k 100.80

More positions owned by Panoramic Investment Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Panoramic Investment Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
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

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