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

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

Historical chart of Paracle 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 Paracle 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 Paracle Advisors

Quarter filed Position value Share count Share price at filing
2021-03-31 $4.2M 41k 101.92
2020-12-31 $3.5M 41k 86.29
2020-09-30 $2.8M 21k 134.85
2020-06-30 $2.8M 21k 132.94
2020-03-31 $3.2M 29k 109.74

More positions owned by Paracle Advisors

Vanguard Index Fds Vanguard Mid Cap Etf (VO)
Vanguard Index Fds Formerly Vanguard Index S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fd Inc Total Bd Market Total Bnd Mrkt (BND)
Indexiq Tr Iq Hedge Multi-Strategy Hedge Mlti Etf (QAI)
Vanguard Intl Equity Index Fds Ftse Emg Mkts Ftse Emr Mk Etf (VWO)
Vanguard Ftse Developed Market Ftse Dev Mkt Etf (VEA)
Guggenheim S&P Midcap 400 Pure Growth Gug S&pmc400pg
Wisdomtree Us Midcap Dividend Us Midcap Divid (DON)
Lattice Emerging Markets Strategy Em Strategies (ROAM)
Lattice Developed Mkts Dev Mk X Us St (RODM)
Hartford Multifactor Us Equity Hartgfd Us Eqty (ROUS)
Ishares National Muni Bond National Mun Etf (MUB)
Ishares Core Msci Intl Dev Mkts Core Msci Intl (IDEV)
Ishares Core Msci Emerging Markets Core Msci Emkt (IEMG)
Ishares Core S&P Mid-Cap Core S&p Mcp Etf (IJH)

View all positions for Paracle Advisors

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