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iShares S&P MidCap 400 Value Index shares owned by Stratos Wealth Advisors

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

Historical chart of Stratos Wealth 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 Stratos Wealth 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 Stratos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.1M 18k 113.46
2024-03-31 $686k 5.8k 118.31
2023-12-31 $205k 1.8k 114.05
2023-06-30 $214k 2.0k 107.13
2021-06-30 $429k 4.1k 105.41
2021-03-31 $415k 4.1k 101.97
2020-03-31 $22k 200 110.00

More positions owned by Stratos Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Eli Lilly & Co. (LLY)
Procter & Gamble Company (PG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Stratos Wealth Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
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
Northwestern Mutual Wealth Management Company
Evensky & Katz

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