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iShares S&P MidCap 400 Value Index shares owned by Prospera Financial Services

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

Historical chart of Prospera Financial Services 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 Prospera Financial Services 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 Prospera Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.3M 56k 114.04
2023-09-30 $1.7M 16k 101.02
2023-06-30 $1.7M 16k 107.22
2023-03-31 $1.2M 12k 102.93
2022-12-31 $1.2M 12k 100.81
2022-09-30 $1.1M 12k 90.15
2022-06-30 $1.1M 12k 94.64
2022-03-31 $1.8M 16k 109.80
2021-12-31 $1.7M 16k 110.83
2021-09-30 $1.6M 15k 103.20
2021-06-30 $2.5M 24k 105.40
2021-03-31 $643k 6.3k 102.19
2020-12-31 $653k 7.5k 86.70
2020-09-30 $12k 90 133.33
2020-06-30 $554k 4.2k 132.85
2020-03-31 $487k 4.4k 109.68
2019-12-31 $814k 4.8k 170.69
2019-09-30 $752k 4.7k 159.83
2019-06-30 $245k 1.5k 159.61
2018-03-31 $225k 1.5k 154.43
2015-09-30 $233k 2.0k 115.18
2015-06-30 $316k 2.5k 128.87
2015-03-31 $325k 2.5k 131.00
2014-12-31 $295k 2.3k 127.82
2014-09-30 $250k 2.1k 120.19
2014-06-30 $264k 2.1k 126.98
2014-03-31 $227k 1.9k 120.68
2013-12-31 $208k 1.8k 116.07
2013-09-30 $565k 5.2k 109.31
2013-06-30 $477k 4.7k 102.36

More positions owned by Prospera Financial Services

Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Exxon Mobil Corporation (XOM)
First Tr Value Line Divid In SHS (FVD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Procter & Gamble Company (PG)
Blackstone Group Inc Com Cl A (BX)
Vanguard Index Fds Value Etf (VTV)

View all positions for Prospera Financial Services

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
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
G. W. Henssler & Associates
Willis Johnson & Associates
Jpmorgan Chase & Co

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