Petra Financial Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2024-03-31 $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

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

View all positions for Petra Financial Advisors

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
Commonwealth Equity Services
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co

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