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

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

Historical chart of SNS Financial 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 SNS Financial 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 SNS Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 34k 114.04
2023-09-30 $3.5M 35k 101.50
2023-06-30 $3.8M 36k 107.13
2023-03-31 $3.6M 35k 102.77
2022-12-31 $3.6M 36k 100.80
2022-09-30 $3.4M 38k 89.99
2022-06-30 $3.3M 35k 94.42
2022-03-31 $3.9M 36k 109.65
2021-12-31 $4.1M 37k 110.69
2021-09-30 $3.8M 37k 103.04
2021-06-30 $4.0M 38k 105.33
2021-03-31 $4.1M 40k 101.94
2020-12-31 $3.5M 40k 86.30
2020-09-30 $2.7M 20k 134.86
2020-06-30 $2.8M 21k 132.94
2020-03-31 $2.1M 19k 109.73
2019-12-31 $1.1M 6.3k 170.70
2019-09-30 $1.0M 6.4k 159.84
2019-06-30 $1.0M 6.4k 159.46
2019-03-31 $993k 6.3k 156.90
2018-12-31 $938k 6.8k 138.37
2018-09-30 $452k 2.7k 167.35
2018-06-30 $448k 2.8k 161.97
2018-03-31 $1.1M 7.4k 154.43
2017-12-31 $1.3M 8.1k 160.15
2017-09-30 $1.3M 8.3k 152.69
2017-06-30 $1.2M 8.4k 148.54
2017-03-31 $1.3M 8.9k 148.40
2016-12-31 $1.5M 10k 145.19
2016-09-30 $1.3M 9.5k 132.96
2016-06-30 $1.1M 8.3k 128.03
2015-03-31 $967k 7.4k 130.99
2014-12-31 $755k 5.9k 127.77
2014-09-30 $635k 5.3k 120.40
2014-06-30 $633k 5.0k 126.90
2014-03-31 $451k 3.7k 120.30
2013-12-31 $348k 3.0k 116.08

More positions owned by SNS Financial

Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)

View all positions for SNS Financial

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