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iShares S&P MidCap 400 Value Index shares owned by Pinkerton Retirement Specialists

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

Historical chart of Pinkerton Retirement Specialists 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 Pinkerton Retirement Specialists 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 Pinkerton Retirement Specialists

Quarter filed Position value Share count Share price at filing
2023-03-31 $6.1M 60k 102.77
2022-12-31 $24M 238k 100.80
2022-06-30 $20M 216k 94.41
2022-03-31 $22M 200k 109.64
2021-12-31 $16M 142k 110.68
2021-09-30 $12M 112k 103.04
2021-06-30 $15M 141k 105.34
2021-03-31 $14M 138k 101.93

More positions owned by Pinkerton Retirement Specialists

Spdr S&p 500 Etf Trust Tr Unit (SPY)
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX)
Schwab International Equity Etf Intl Eqty Etf (SCHF)
Invesco Qqq Trust Series I Unit Ser 1 (QQQ)
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK)
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB)
Vanguard Intermediate-term Bond Etf Intermed Term (BIV)
Cion Invt Corp (CION)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD)
Ishares Iboxx $ High Yield Corporate Bond Etf Iboxx Hi Yd Etf (HYG)
Spdr Gold Shares Gold Shs (GLD)
Apple (AAPL)
Abrdn Physical Gold Shares Etf Physcl Gold Shs (SGOL)

View all positions for Pinkerton Retirement Specialists

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
Bank of New York Mellon
Cullen Frost Bankers
Midland Wealth Advisors
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