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
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)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

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
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

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