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iShares S&P MidCap 400 Value Index shares owned by Signature Estate and Investment Advisors

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

Historical chart of Signature Estate and Investment 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 Signature Estate and Investment 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 Signature Estate and Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 14k 123.61
2024-06-30 $3.7M 33k 113.46
2024-03-31 $4.6M 39k 118.29
2023-12-31 $4.5M 39k 114.02
2023-09-30 $4.1M 41k 100.97
2023-06-30 $4.4M 41k 107.17
2023-03-31 $4.1M 40k 102.78
2022-12-31 $3.7M 36k 100.82
2022-09-30 $3.0M 34k 90.01
2022-06-30 $2.9M 31k 94.46
2022-03-31 $3.2M 30k 109.63
2021-12-31 $3.2M 29k 110.67
2021-09-30 $2.8M 28k 103.03
2021-06-30 $2.7M 26k 105.36
2021-03-31 $2.8M 27k 101.97
2020-12-31 $2.5M 29k 86.33
2020-09-30 $2.0M 15k 134.87
2020-06-30 $1.8M 14k 132.92
2020-03-31 $1.7M 15k 109.75
2019-12-31 $2.0M 12k 170.70
2019-09-30 $1.8M 11k 159.90
2019-06-30 $1.7M 11k 159.46
2019-03-31 $1.7M 11k 156.94
2018-12-31 $1.5M 11k 138.31
2018-09-30 $1.6M 9.6k 167.36
2018-06-30 $1.4M 8.9k 162.01
2018-03-31 $1.4M 8.8k 154.51
2017-12-31 $1.4M 8.5k 160.08
2017-09-30 $1.3M 8.4k 152.71

More positions owned by Signature Estate and Investment Advisors

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Vanguard Index Fds Growth Etf (VUG)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Expnd Tec Sc Etf (IGM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Select Sector Spdr Tr Financial (XLF)
Wal-Mart Stores (WMT)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Signature Estate and Investment Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
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

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