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iShares S&P MidCap 400 Value Index shares owned by Relaxing Retirement Coach

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

Historical chart of Relaxing Retirement Coach 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 Relaxing Retirement Coach 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 Relaxing Retirement Coach

Quarter filed Position value Share count Share price at filing
2023-06-30 $208k 1.9k 107.13
2022-03-31 $213k 1.9k 109.79
2021-12-31 $215k 1.9k 110.82
2021-06-30 $204k 1.9k 105.15
2020-09-30 $262k 1.9k 135.05

More positions owned by Relaxing Retirement Coach

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Us Real Estate E (DFAR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Admiral Fds Midcp 400 Val (IVOV)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Relaxing Retirement Coach

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