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iShares S&P MidCap 400 Value Index shares owned by Shakespeare Wealth Management

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

Historical chart of Shakespeare Wealth Management 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 Shakespeare Wealth Management 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 Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 13k 131.59
2025-09-30 $1.7M 13k 129.72
2025-06-30 $1.6M 13k 123.58
2025-03-31 $1.5M 13k 119.73
2024-12-31 $1.7M 13k 124.96
2024-09-30 $1.6M 13k 123.62
2024-03-31 $1.3M 11k 118.29
2023-09-30 $1.3M 13k 100.93
2023-06-30 $1.2M 11k 107.13
2023-03-31 $1.2M 11k 102.77
2022-12-31 $1.3M 13k 100.80
2022-09-30 $1.3M 15k 89.98
2022-06-30 $1.4M 15k 95.15
2022-03-31 $1.6M 15k 109.53
2021-12-31 $1.7M 15k 110.67
2021-09-30 $1.6M 15k 105.12
2021-06-30 $1.7M 16k 106.10
2021-03-31 $1.7M 17k 101.94
2020-12-31 $1.6M 18k 86.30
2020-09-30 $1.2M 9.3k 134.90
2020-06-30 $1.3M 9.4k 132.99
2020-03-31 $1.3M 12k 109.77
2019-12-31 $2.0M 12k 170.70
2019-09-30 $1.9M 12k 159.87
2019-06-30 $1.9M 12k 159.47
2019-03-31 $1.9M 12k 156.94
2018-12-31 $1.5M 11k 138.32

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
Vanguard Small Cap Value Sm Cp Val Etf (VBR)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
iShares MSCI EAFE Value Eafe Value Etf (EFV)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
SPDR S&P 400 Mid Cap Growth S&P 400 MDCP GRW (MDYG)
Dimensional International Small Value Intl Small Cap V (DISV)
SPDR S&P 600 Small Cap Growth S&P 600 SMCP GRW (SLYG)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
Vanguard Total Total Stk Mkt (VTI)
Nasdaq 100 Equal Weight SHS (QQEW)

View all positions for Shakespeare Wealth Management

Top funds holding iShares S&P MidCap 400 Value Index

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

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