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iShares S&P MidCap 400 Value Index shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners 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 Strategic Wealth Partners 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 Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 10k 118.29
2023-09-30 $899k 8.9k 101.50
2023-06-30 $949k 8.9k 107.12
2023-03-31 $882k 8.9k 99.56
2022-12-31 $892k 8.9k 100.78
2022-09-30 $797k 8.9k 90.05
2022-06-30 $844k 8.9k 94.36
2022-03-31 $794k 7.2k 109.59
2021-12-31 $1.2M 11k 110.69
2021-09-30 $1.1M 11k 103.05
2021-03-31 $1.0M 10k 101.89
2020-12-31 $853k 9.9k 86.26
2020-09-30 $667k 4.9k 134.97
2020-06-30 $1.1M 8.6k 132.98
2020-03-31 $1.2M 11k 109.71
2019-12-31 $1.8M 11k 170.72
2019-09-30 $1.6M 9.8k 159.93
2019-06-30 $1.2M 7.2k 159.42
2019-03-31 $1.2M 4.9k 251.27
2018-12-31 $760k 5.5k 138.33

More positions owned by Strategic Wealth Partners

Rus 1000 Grw Etf Ishares Tr (IWF)
S&p 500 Val Etf Ishares Tr (IVE)
Rus 1000 Val Etf Ishares Tr (IWD)
Total Stk Mkt Vanguard Index Fds (VTI)
Tr Unit Spdr S&p 500 Etf Tr (SPY)
S&p 500 Grwt Etf Ishares Tr (IVW)
Us Eqty Pwr Buf Innovator Etfs Tr (PDEC)
Core S&p Scp Etf Ishares Tr (IJR)
Msci Eafe Etf Ishares Tr (EFA)
Hendrson Aaa Cl Janus Detroit Str Tr (JAAA)
Core S&p500 Etf Ishares Tr (IVV)
Grwt Allocat Etf Ishares Tr (AOR)
Van Ftse Dev Mkt Vanguard Tax-managed Fds (VEA)
Russell 2000 Etf Ishares Tr (IWM)
Us Eqty Pwr Buf Innovator Etfs Tr (PJAN)

View all positions for Strategic Wealth Partners

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
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

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