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

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

Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 177k 123.62
2024-06-30 $20M 177k 113.46
2024-03-31 $22M 182k 118.29
2023-12-31 $21M 185k 114.04
2023-09-30 $19M 188k 100.93
2023-06-30 $10M 97k 107.13
2023-03-31 $1.7M 16k 102.77
2022-12-31 $24M 241k 100.80
2022-09-30 $23M 255k 90.00
2022-06-30 $83k 881 94.21
2022-03-31 $37M 340k 109.64
2021-12-31 $3.0M 27k 110.68
2021-09-30 $3.1M 30k 103.05
2021-06-30 $3.5M 33k 105.35
2020-12-31 $111k 1.3k 86.38
2020-09-30 $87k 642 135.51
2020-06-30 $85k 639 133.02
2020-03-31 $146k 1.3k 110.02
2019-12-31 $343k 2.0k 170.82
2019-09-30 $318k 2.0k 159.80
2019-06-30 $317k 2.0k 159.30
2018-12-31 $318k 2.3k 138.56
2018-09-30 $572k 3.4k 167.30

More positions owned by SRS Capital Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for SRS Capital Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
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
Midland Wealth Advisors
Royal Bank of Canada

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