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iShares S&P MidCap 400 Value Index shares owned by Stordahl Capital Management

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

Historical chart of Stordahl Capital 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 Stordahl Capital 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 Stordahl Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 17k 118.29
2023-12-31 $2.0M 17k 114.04
2023-09-30 $1.7M 17k 100.93
2023-06-30 $1.9M 17k 107.13
2023-03-31 $1.8M 18k 102.77
2022-12-31 $1.8M 18k 100.80
2022-09-30 $1.7M 18k 90.02
2022-06-30 $1.8M 19k 94.42
2022-03-31 $2.1M 19k 109.64
2021-12-31 $2.1M 19k 110.70
2021-09-30 $2.0M 19k 103.05
2021-06-30 $2.0M 19k 105.34
2021-03-31 $2.0M 20k 101.94
2020-12-31 $1.7M 20k 86.29
2020-09-30 $1.3M 9.8k 134.83
2020-06-30 $1.3M 9.7k 132.91
2020-03-31 $1.0M 10k 101.05
2019-12-31 $1.8M 11k 170.75
2019-09-30 $1.7M 11k 159.95
2019-06-30 $1.7M 11k 159.87
2019-03-31 $1.8M 11k 163.42
2018-12-31 $1.5M 11k 138.32
2018-09-30 $1.7M 11k 155.99
2018-06-30 $1.9M 12k 162.01
2018-03-31 $1.8M 12k 154.53
2017-12-31 $1.9M 12k 160.15

More positions owned by Stordahl Capital Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Vanguard Admiral Fds Midcp 400 Val (IVOV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Stordahl Capital Management

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
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

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