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iShares S&P MidCap 400 Value Index shares owned by Patriot Investment Management

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

Historical chart of Patriot Investment 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 Patriot Investment 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 Patriot Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $266k 2.2k 118.28
2023-12-31 $256k 2.2k 114.03
2023-09-30 $227k 2.2k 100.92
2023-06-30 $241k 2.2k 107.12
2023-03-31 $231k 2.2k 102.76
2022-12-31 $248k 2.2k 110.65
2022-09-30 $201k 2.2k 89.77
2022-06-30 $211k 2.2k 94.24
2022-03-31 $249k 2.3k 109.60
2021-12-31 $247k 2.2k 110.47
2021-09-30 $229k 2.2k 102.60
2021-06-30 $235k 2.2k 105.29
2021-03-31 $227k 2.2k 101.70
2020-06-30 $148k 1.1k 132.94

More positions owned by Patriot Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard World Consum Stp Etf (VDC)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Utilities Etf (VPU)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Patriot Investment 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
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

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