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iShares S&P MidCap 400 Value Index shares owned by RE Dickinson Investment Advisors

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

Historical chart of RE Dickinson Investment 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 RE Dickinson Investment 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 RE Dickinson Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $52k 515 100.97
2023-06-30 $55k 515 106.80
2023-03-31 $53k 515 102.91
2022-12-31 $52k 515 100.97
2022-09-30 $46k 515 89.32
2022-06-30 $49k 515 95.15
2022-03-31 $56k 515 108.74

More positions owned by RE Dickinson Investment Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Tips Etf (SCHP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Union Pacific Corporation (UNP)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr S&P SML 600 GWT (IJT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Brookfield Infrast Partners Lp Int Unit (BIP)

View all positions for RE Dickinson Investment Advisors

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
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co

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