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iShares S&P MidCap 400 Value Index shares owned by River Street Advisors

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

Historical chart of River Street 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 River Street 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 River Street Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $727k 5.9k 123.62
2024-06-30 $561k 4.9k 113.46

More positions owned by River Street Advisors

Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Microsoft Corporation (MSFT)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Matthews Intl Fds Pacific Tiger Ac (ASIA)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Put (Principal) (SPY)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Caterpillar (CAT)
Franklin Templeton Etf Tr Franklin India (FLIN)
Broadcom (AVGO)

View all positions for River Street 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