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

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

Historical chart of PFG 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 PFG 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 PFG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 14k 118.29
2023-12-31 $1.4M 13k 114.04
2023-09-30 $1.2M 12k 100.93
2023-06-30 $1.2M 12k 107.13
2023-03-31 $1.0M 10k 102.77
2022-12-31 $1.0M 10k 100.80
2022-09-30 $508k 5.6k 90.02
2014-03-31 $753k 6.3k 120.38

More positions owned by PFG Financial Advisors

Ishares S&p 500 Index Etf (IVV)
Ishares Core Msci Eafe Etf (IEFA)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Aggregate Bond Etf Etf (AGG)
Microsoft Corporation (MSFT)
Invesco S&p 500 Equal Weight Etf (RSP)
Fidelity Total Bond Etf Etf (FBND)
Ishares Tr S&p 100 Index Fund Etf (OEF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Amt-free Muni Bond Etf Etf (MUB)
Fid Msci Info Technology Index Etf Etf (FTEC)
Ishares Tr Ishares Core Div Growth Etf (DGRO)

View all positions for PFG 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