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

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

Historical chart of Pineridge 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 Pineridge 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 Pineridge Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $26k 211 123.76
2024-06-30 $24k 210 113.46
2024-03-31 $25k 210 118.29
2023-12-31 $24k 210 114.04

More positions owned by Pineridge Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Vaneck Etf Trust Semiconductr Etf (SMH)
Spdr Ser Tr S&p Regl Bkg (KRE)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Silver Tr Ishares (SLV)
World Gold Tr Spdr Gld Minis (GLDM)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)

View all positions for Pineridge 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