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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
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)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Wisdomtree LC Value Intl Equity Fd (DWM)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
Vanguard SC Value Sm Cp Val Etf (VBR)
Wisdomtree SC Value Intl Smcap Div (DLS)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
SPDR S&P 400 Mid Cap S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap S&P 600 SMCP GRW (SLYG)
Nasdaq 100 Equal Weight SHS (QQEW)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)

View all positions for Shakespeare Wealth Management

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
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co

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