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

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

Historical chart of Pure 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 Pure 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 Pure Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 13k 123.62
2024-06-30 $1.5M 13k 113.46
2024-03-31 $1.6M 13k 118.29
2023-12-31 $1.5M 14k 114.04
2023-09-30 $1.4M 14k 100.93
2023-06-30 $2.4M 22k 107.13
2023-03-31 $2.4M 23k 102.77
2022-12-31 $2.4M 24k 100.80
2022-09-30 $2.2M 25k 90.01
2022-06-30 $2.6M 28k 94.42
2022-03-31 $2.5M 23k 109.65
2021-12-31 $2.5M 23k 110.67
2021-09-30 $2.4M 23k 103.02
2021-06-30 $2.5M 24k 105.33
2021-03-31 $2.6M 25k 101.92
2020-12-31 $2.6M 30k 86.29
2020-09-30 $2.3M 17k 134.83
2020-06-30 $2.4M 18k 132.92
2020-03-31 $2.4M 22k 109.76
2019-12-31 $6.0M 35k 170.72
2019-09-30 $5.3M 33k 159.90
2019-06-30 $5.0M 32k 159.48
2019-03-31 $4.3M 28k 156.98
2018-12-31 $3.8M 27k 138.35
2018-09-30 $4.0M 24k 167.34
2018-06-30 $3.8M 24k 162.03
2018-03-31 $3.5M 23k 154.50
2017-12-31 $3.4M 21k 160.12
2017-09-30 $2.8M 18k 152.73
2017-06-30 $2.5M 17k 148.53
2017-03-31 $2.3M 16k 148.43
2016-12-31 $1.9M 13k 145.22
2016-09-30 $1.5M 11k 133.03
2016-06-30 $1.0M 8.2k 128.06
2016-03-31 $755k 6.1k 124.24
2015-12-31 $736k 6.3k 117.22
2015-09-30 $305k 2.6k 115.27

More positions owned by Pure Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Index Shs Fds Glb Nat Resrce (GNR)

View all positions for Pure Financial Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
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
Midland Wealth Advisors
Royal Bank of Canada

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