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iShares S&P MidCap 400 Value Index shares owned by Sierra Capital

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

Historical chart of Sierra Capital 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 Sierra Capital 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 Sierra Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2M 37k 114.05
2023-09-30 $3.7M 37k 100.94
2023-06-30 $3.9M 37k 107.13
2023-03-31 $3.8M 37k 102.78
2022-12-31 $4.5M 45k 100.79
2022-09-30 $3.7M 41k 89.99
2022-06-30 $2.1M 22k 94.42
2022-03-31 $1.0M 9.3k 109.69

More positions owned by Sierra Capital

Vanguard S&P 500 ETF Etf (VOO)
iShares Core MSCI EMU UCITS ETF Etf (XMTIF)
iShares Core S&P 500 UCITS ETF Etf (CSTNL)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
iShares MSCI ACWI UCITS ETF Etf (ISVVF)
iShares $ Floating Rate Bond UCITS ETF Etf (IVSRF)
iShares MSCI USA Small Cap UCITS ETF Etf (CPLCF)
Apple Common Stock (AAPL)
Vanguard Mid-Cap ETF Etf (VO)
iShares Core S&P 500 ETF Etf (IVV)
iShares $ Treasury Bond 0-1yr UCITS ETF Etf (ISHUF)
iShares Russell 2000 ETF Etf (IWM)
Vanguard FTSE Europe ETF Etf (VGK)
iShares Core MSCI Europe UCITS ETF Etf (IMSEF)
iShares Core MSCI EM IMI UCITS ETF Etf (ISAPF)

View all positions for Sierra Capital

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