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

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

Historical chart of Plante Moran 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 Plante Moran 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $165k 1.3k 131.59
2025-09-30 $67k 515 129.72
2025-06-30 $64k 515 123.58
2025-03-31 $62k 515 119.73
2024-12-31 $64k 515 124.96
2024-09-30 $68k 548 123.62
2024-06-30 $58k 507 113.46
2024-03-31 $73k 619 118.29
2023-12-31 $71k 619 114.04
2023-09-30 $63k 619 100.93
2023-06-30 $86k 799 107.13
2023-03-31 $97k 947 102.77
2022-12-31 $318k 3.2k 100.80
2022-09-30 $85k 947 89.76
2022-06-30 $89k 947 93.98
2022-03-31 $54k 497 108.65
2021-12-31 $55k 497 110.66
2021-09-30 $33k 317 104.10
2021-06-30 $33k 317 104.10
2021-03-31 $28k 276 101.45
2020-12-31 $64k 736 86.96
2020-09-30 $50k 368 135.87
2020-06-30 $9.0k 64 140.63
2020-03-31 $7.0k 64 109.38
2019-12-31 $10k 56 178.57
2019-09-30 $9.0k 56 160.71
2019-06-30 $9.0k 56 160.71
2019-03-31 $9.0k 56 160.71
2018-12-31 $8.0k 56 142.86
2018-09-30 $9.0k 56 160.71
2018-06-30 $9.0k 56 160.71
2018-03-31 $9.0k 56 160.71
2017-12-31 $9.0k 56 160.71
2017-09-30 $9.0k 56 160.71
2017-06-30 $8.0k 56 142.86
2017-03-31 $8.0k 56 142.86
2016-12-31 $8.0k 56 142.86
2016-09-30 $7.0k 56 125.00
2016-06-30 $7.0k 56 125.00
2016-03-31 $7.0k 56 125.00
2015-12-31 $7.0k 56 125.00
2015-09-30 $6.0k 56 107.14
2015-06-30 $7.0k 56 125.00
2015-03-31 $7.0k 56 125.00
2014-12-31 $58k 456 127.19
2014-09-30 $55k 456 120.61
2013-09-30 $75k 692 108.38
2013-06-30 $70k 692 101.16

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Large-cap Etf Etf (VV)
Vanguard Small Cap Value Etf Etf (VBR)
Ishares National Muni Bond Etf Etf (MUB)
Spdr S&p 500 Etf Trust Etf (SPY)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)
Vanguard Total Stock Market Etf Etf (VTI)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Plante Moran Financial Advisors

Top funds holding iShares S&P MidCap 400 Value Index

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

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