Phillips Financial Management »

iShares S&P MidCap 400 Value Index shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial 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 Phillips Financial 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 12k 129.72
2025-06-30 $1.5M 12k 123.58
2025-03-31 $1.5M 12k 119.73
2024-12-31 $1.5M 12k 124.96
2024-09-30 $1.5M 12k 123.62
2024-06-30 $1.4M 13k 113.46
2024-03-31 $2.3M 20k 118.29
2023-12-31 $2.5M 22k 114.04
2023-09-30 $2.3M 23k 100.93
2023-06-30 $3.3M 31k 107.13
2023-03-31 $4.3M 42k 102.77
2022-12-31 $4.3M 42k 100.80
2022-09-30 $3.9M 44k 90.01
2022-06-30 $4.2M 44k 94.41
2022-03-31 $5.0M 45k 109.68
2021-12-31 $4.9M 45k 110.68
2021-09-30 $4.6M 45k 103.03
2021-06-30 $4.6M 43k 105.34
2021-03-31 $4.4M 43k 101.92
2020-12-31 $3.7M 43k 86.30
2020-09-30 $2.9M 21k 134.86
2020-06-30 $2.8M 21k 132.95
2020-03-31 $2.6M 25k 103.14
2019-12-31 $3.9M 23k 170.74
2019-09-30 $2.7M 17k 159.89
2019-06-30 $2.5M 15k 160.49
2019-03-31 $2.1M 13k 159.60
2018-12-31 $4.8M 41k 116.03

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Phillips Financial Management

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Ameriprise Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

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