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

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

Historical chart of Professional 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 Professional 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 Professional Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $554k 4.4k 124.96
2024-09-30 $529k 4.3k 123.62
2024-06-30 $486k 4.3k 113.46
2024-03-31 $506k 4.3k 118.29
2023-12-31 $399k 3.5k 114.04
2023-09-30 $353k 3.5k 100.93
2023-06-30 $267k 2.5k 107.13
2022-12-31 $1.0M 10k 100.80
2022-06-30 $1.2M 13k 94.41

More positions owned by Professional Financial Advisors

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Us Aggbd Et (AGG)
Wisdomtree Tr Us Efficient Cor (NTSX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Internationl Efi (NTSI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr S&p1500momtilt (MMTM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Tidal Tr Ii Return Stckd Us (RSST)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for Professional Financial Advisors

Top funds holding iShares S&P MidCap 400 Value Index

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

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