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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
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 109k 109.64
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)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Private Advisor

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