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

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

Historical chart of Private Ocean 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 Ocean 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 Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $955k 8.4k 113.46
2024-03-31 $1.0M 8.8k 118.29
2023-12-31 $999k 8.8k 114.04
2023-09-30 $884k 8.8k 100.93
2023-06-30 $938k 8.8k 107.13
2023-03-31 $900k 8.8k 102.77
2022-12-31 $883k 8.8k 100.80
2022-09-30 $788k 8.8k 90.01
2022-06-30 $890k 9.4k 94.35
2022-03-31 $1.2M 11k 109.65
2021-12-31 $1.2M 11k 110.67
2021-09-30 $1.1M 11k 103.04
2021-06-30 $1.1M 11k 105.31
2021-03-31 $1.0M 10k 101.94
2020-12-31 $870k 10k 86.34
2020-09-30 $724k 5.4k 134.87
2020-06-30 $713k 5.4k 132.82
2020-03-31 $601k 5.5k 109.63
2019-12-31 $956k 5.6k 170.87
2019-09-30 $894k 5.6k 159.96
2019-06-30 $891k 5.6k 159.42
2019-03-31 $877k 5.6k 157.00
2018-12-31 $729k 5.3k 138.30
2018-09-30 $881k 5.3k 167.33
2018-06-30 $1.1M 7.0k 161.98
2018-03-31 $1.1M 7.0k 154.45
2017-12-31 $1.1M 7.0k 160.10
2017-09-30 $1.1M 7.0k 152.68
2017-06-30 $1.0M 7.0k 148.59
2017-03-31 $1.0M 7.0k 148.48
2016-12-31 $1.0M 7.0k 145.19
2016-09-30 $925k 7.0k 133.02
2016-06-30 $890k 7.0k 127.98
2016-03-31 $861k 6.9k 123.99
2015-12-31 $811k 6.9k 117.18
2015-09-30 $797k 6.9k 115.47
2015-06-30 $890k 6.9k 128.95
2015-03-31 $903k 6.9k 130.96
2014-12-31 $880k 6.9k 127.87
2014-09-30 $827k 6.9k 120.33
2014-06-30 $871k 6.9k 126.88
2014-03-31 $826k 6.9k 120.46
2013-12-31 $797k 6.9k 116.23

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

Top funds holding iShares S&P MidCap 400 Value Index

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
Jpmorgan Chase & Co

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