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iShares S&P MidCap 400 Value Index shares owned by StoneCrest Wealth Management

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

Historical chart of StoneCrest Wealth Management 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 StoneCrest Wealth Management 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 StoneCrest Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $873k 7.1k 123.62
2024-06-30 $881k 7.8k 113.46
2024-03-31 $1.7M 15k 118.29
2023-12-31 $1.7M 15k 114.04

More positions owned by StoneCrest Wealth Management

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Putnam Etf Trust Focused Lar Cap (PVAL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Global X Fds S&p 500 Covered (XYLD)

View all positions for StoneCrest Wealth Management

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