Relyea Zuckerberg Hanson »

iShares S&P MidCap 400 Value Index shares owned by Relyea Zuckerberg Hanson

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Relyea Zuckerberg Hanson from 13F filings

Historical chart of Relyea Zuckerberg Hanson 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 Relyea Zuckerberg Hanson 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 Relyea Zuckerberg Hanson

Quarter filed Position value Share count Share price at filing
2025-09-30 $213k 1.6k 129.73
2025-06-30 $202k 1.6k 123.58
2025-03-31 $421k 3.5k 119.71
2024-12-31 $438k 3.5k 124.94
2024-09-30 $431k 3.5k 123.63
2024-06-30 $393k 3.5k 113.46

More positions owned by Relyea Zuckerberg Hanson

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ea Series Trust Alpha Architect
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Relyea Zuckerberg Hanson

Top funds holding iShares S&P MidCap 400 Value Index

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

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