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iShares S&P MidCap 400 Value Index shares owned by Pegasus Partners

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

Historical chart of Pegasus Partners 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 Pegasus Partners 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 Pegasus Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $252k 2.0k 123.62
2024-03-31 $288k 2.4k 118.29
2023-12-31 $278k 2.4k 114.04
2022-03-31 $241k 2.2k 109.45
2019-12-31 $518k 3.0k 170.68
2019-09-30 $485k 3.0k 159.80
2019-06-30 $484k 3.0k 159.47
2019-03-31 $673k 4.3k 156.99

More positions owned by Pegasus Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Pegasus Partners

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.
Cullen Frost Bankers
Raymond James & Associates
Evensky & Katz
Northwestern Mutual Wealth Management Company
LPL Financial
Midland Wealth Advisors
Royal Bank of Canada
Bank of New York Mellon
Willis Johnson & Associates

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