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iShares S&P MidCap 400 Value Index shares owned by SJA Financial Advisory

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

Historical chart of SJA Financial Advisory 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 SJA Financial Advisory 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 SJA Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6M 45k 123.62
2024-06-30 $5.2M 46k 113.46
2024-03-31 $5.4M 46k 118.29
2023-12-31 $5.3M 47k 114.04
2023-09-30 $4.6M 46k 100.93
2023-06-30 $4.9M 46k 107.13
2023-03-31 $4.7M 46k 102.77
2022-12-31 $4.6M 46k 100.80
2022-09-30 $4.1M 45k 90.00
2022-06-30 $4.3M 46k 94.41
2022-03-31 $5.0M 46k 109.63
2021-12-31 $5.1M 46k 110.68
2021-09-30 $4.8M 47k 103.04
2021-06-30 $4.9M 47k 105.35
2021-03-31 $4.9M 48k 101.92
2020-12-31 $4.8M 56k 86.30
2020-09-30 $4.1M 31k 134.84
2020-06-30 $4.3M 33k 132.93
2020-03-31 $4.1M 38k 109.76
2019-12-31 $5.3M 31k 170.71
2019-09-30 $5.0M 31k 159.89
2019-06-30 $4.7M 29k 159.47
2019-03-31 $4.5M 28k 156.97
2018-12-31 $3.7M 27k 138.35
2018-09-30 $3.6M 21k 167.34
2018-06-30 $3.4M 21k 162.05
2018-03-31 $3.3M 21k 154.51
2017-12-31 $3.5M 22k 160.11

More positions owned by SJA Financial Advisory

Ishares Core Msci Eafe Etf (IEFA)
Ishares S&p 500 Index Etf (IVV)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Total Bond Market Etf Etf (BND)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares S&p Midcap 400 Value Etf Etf (IJJ)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares S&p Smallcap 600 Value Etf Etf (IJS)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Vanguard Reit Index Etf Etf (VNQ)

View all positions for SJA Financial Advisory

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