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

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

Historical chart of Ten Capital 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 Ten Capital 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 Ten Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $466k 4.4k 107.13
2023-03-31 $69k 671 102.77
2021-06-30 $769k 7.3k 105.40
2021-03-31 $895k 8.8k 101.82
2020-12-31 $782k 9.1k 86.29
2020-09-30 $611k 4.5k 134.85

More positions owned by Ten Capital Wealth Advisors

Janus Detroit Street Trust Etf (JAAA)
First Trust Tcw Opportunistic Fixed Income Etf (FIXD)
Goldman Sachs U.s. Large Cap Equity Etf (GSLC)
Jpmorgan Equity Premium Income Etf (JEPI)
Ishares Core Dividend Growth Etf (DGRO)
First Trust Rising Dividend Achievers Etf (RDVY)
First Trust Value Line Dividend Index Fund Etf (FVD)
Procore Technologies Stock (PCOR)
Microsoft Corp Stock (MSFT)
Ishares Core S P 500 Etf (IVV)
Apple Stock (AAPL)
Vanguard Small Cap Etf (VB)
Spdr Portfolio Developed World Ex Us Etf (SPDW)
Vanguard Mid Cap Etf (VO)
Vanguard Total Stock Market Etf (VTI)

View all positions for Ten Capital Wealth Advisors

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