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iShares S&P MidCap 400 Value Index shares owned by SVB Wealth Advisory

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

Historical chart of SVB Wealth Advisory 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 SVB Wealth Advisory 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 SVB Wealth Advisory

Quarter filed Position value Share count Share price at filing
2022-03-31 $273k 2.5k 109.73
2021-12-31 $280k 2.5k 112.45
2021-09-30 $256k 2.5k 102.89
2021-06-30 $262k 2.5k 105.31
2021-03-31 $253k 2.5k 101.69
2020-12-31 $215k 2.5k 86.41
2020-09-30 $168k 1.2k 135.05
2020-06-30 $140k 1.1k 133.33
2020-03-31 $115k 1.1k 109.52
2019-12-31 $179k 1.1k 170.48

More positions owned by SVB Wealth Advisory

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Glb Infrastr Etf (IGF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for SVB Wealth Advisory

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