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

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

Historical chart of Petra Financial 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 Petra Financial 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 Petra Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $266k 2.2k 123.62
2024-06-30 $244k 2.2k 113.46
2024-03-31 $254k 2.2k 118.29
2023-12-31 $245k 2.2k 114.04
2023-09-30 $217k 2.2k 100.93
2023-06-30 $230k 2.2k 107.13
2022-12-31 $217k 2.2k 100.80

More positions owned by Petra Financial Advisors

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Listed Fd Tr Core Alt Fd (CCOR)
Spdr Gold Tr Gold Shs (GLD)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Guggenheim Strategic Opportu Com Sbi (GOF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Microsoft Corporation (MSFT)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Cnx Resources Corporation (CNX)

View all positions for Petra Financial 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