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

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

Historical chart of River Wealth 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 Wealth 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 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.4M 33k 100.93
2023-06-30 $3.7M 34k 107.13
2023-03-31 $3.6M 35k 102.77
2022-12-31 $3.6M 36k 100.80
2022-09-30 $3.2M 36k 90.01
2022-06-30 $3.6M 38k 94.41
2022-03-31 $4.2M 38k 109.65
2021-12-31 $4.3M 39k 110.69
2021-09-30 $4.1M 39k 103.05
2021-06-30 $4.2M 40k 105.33
2021-03-31 $4.1M 40k 101.93
2020-12-31 $3.5M 41k 86.29
2020-09-30 $2.8M 21k 134.85
2020-06-30 $3.1M 23k 132.94
2020-03-31 $2.6M 23k 109.75
2019-12-31 $5.3M 31k 170.73
2019-09-30 $4.9M 31k 159.88
2019-06-30 $5.0M 32k 159.47
2019-03-31 $5.0M 32k 156.98
2018-12-31 $4.5M 33k 138.35
2018-09-30 $5.4M 33k 167.33
2018-06-30 $5.3M 33k 162.04
2018-03-31 $5.2M 34k 154.50
2017-12-31 $5.6M 35k 160.12
2017-09-30 $5.7M 37k 152.74
2017-06-30 $5.9M 40k 148.54
2017-03-31 $5.9M 40k 148.46
2016-12-31 $6.1M 42k 145.21
2016-09-30 $5.7M 43k 132.99
2016-06-30 $5.6M 44k 128.05
2016-03-31 $5.5M 44k 124.03
2015-12-31 $5.3M 45k 117.21
2015-09-30 $5.4M 47k 115.35
2015-06-30 $5.7M 45k 128.96
2015-03-31 $5.8M 44k 130.94

More positions owned by River Wealth Advisors

Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Alphabet Cap Stk Cl A (GOOGL)
Visa Com Cl A (V)
Accenture Plc Ireland Shs Class A (ACN)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Pepsi (PEP)

View all positions for River Wealth 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
Bank of New York Mellon
Cullen Frost Bankers
Midland Wealth Advisors
Royal Bank of Canada
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

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