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iShares S&P MidCap 400 Value Index shares owned by Smith Shellnut Wilson

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

Historical chart of Smith Shellnut Wilson 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 Smith Shellnut Wilson 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 Smith Shellnut Wilson

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 24k 118.29
2023-12-31 $2.8M 24k 114.04
2023-09-30 $2.5M 25k 100.93
2023-06-30 $2.7M 25k 107.13
2023-03-31 $2.6M 25k 102.77
2022-12-31 $2.5M 25k 100.80
2022-09-30 $2.3M 26k 90.01
2022-06-30 $2.5M 27k 94.43
2022-03-31 $3.0M 27k 109.65
2021-12-31 $3.4M 31k 110.68
2021-09-30 $3.2M 31k 103.05
2021-06-30 $3.2M 30k 105.35
2021-03-31 $3.1M 31k 101.92
2020-12-31 $2.8M 33k 86.31
2020-09-30 $16k 2.2k 7.42
2020-06-30 $2.1M 16k 132.92
2020-03-31 $1.8M 16k 109.75
2019-12-31 $2.7M 16k 170.75
2019-09-30 $2.5M 16k 159.88
2019-06-30 $2.5M 16k 159.45
2019-03-31 $2.4M 16k 156.95

More positions owned by Smith Shellnut Wilson

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)
Proshares S&p500 Aristocrats S&p 500 Dv Arist (NOBL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Oracle Corporation (ORCL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Core Msci Eafe (IEFA)
Johnson & Johnson (JNJ)
Pepsi (PEP)
Lowe's Companies (LOW)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for Smith Shellnut Wilson

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