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iShares S&P MidCap 400 Value Index shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 33k 129.72
2025-06-30 $4.4M 36k 123.58
2025-03-31 $4.9M 41k 119.73
2024-12-31 $5.0M 40k 124.96
2024-09-30 $5.2M 42k 123.62
2024-06-30 $4.3M 38k 113.46
2024-03-31 $4.5M 38k 118.29
2023-12-31 $4.7M 41k 114.04
2023-09-30 $4.2M 41k 100.93
2023-06-30 $4.5M 41k 108.50
2023-03-31 $6.5M 63k 102.77
2022-12-31 $824k 38k 21.62
2022-09-30 $3.4M 38k 90.01
2022-06-30 $7.6M 80k 94.40
2022-03-31 $12M 107k 110.68
2021-12-31 $12M 107k 110.68
2021-09-30 $22M 216k 103.05
2021-06-30 $20M 186k 105.34
2021-03-31 $17M 166k 101.93
2020-12-31 $10M 117k 86.30
2020-09-30 $8.0M 60k 133.95
2020-06-30 $8.1M 61k 132.95
2020-03-31 $4.0M 36k 109.75
2019-12-31 $4.8M 28k 170.73
2019-09-30 $4.2M 26k 160.61
2019-06-30 $3.8M 24k 159.48
2019-03-31 $3.7M 23k 157.30
2018-12-31 $3.4M 24k 138.33
2018-09-30 $3.7M 22k 167.35
2018-06-30 $1.6M 9.9k 161.88
2018-03-31 $1.9M 13k 154.48
2017-12-31 $1.8M 11k 162.69
2017-09-30 $3.4M 22k 153.50
2017-06-30 $3.3M 22k 148.05
2017-03-31 $3.4M 23k 146.29
2016-12-31 $3.4M 23k 147.52
2016-09-30 $2.0M 15k 131.38
2016-06-30 $2.3M 18k 127.00
2016-03-31 $1.9M 15k 124.01
2015-12-31 $1.7M 14k 117.22
2015-09-30 $1.4M 12k 115.34
2015-06-30 $2.2M 17k 128.95
2015-03-31 $2.2M 17k 130.93
2014-12-31 $2.4M 19k 127.84
2014-09-30 $2.7M 22k 120.30
2014-06-30 $2.0M 16k 126.91
2014-03-31 $1.4M 12k 120.45
2013-12-31 $1.2M 11k 116.24

More positions owned by Private Advisor

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Private Advisor

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