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iShares S&P MidCap 400 Value Index shares owned by Total Wealth Planning

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

Historical chart of Total Wealth Planning 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 Total Wealth Planning 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 Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $597k 4.8k 123.63
2024-06-30 $598k 4.9k 121.11
2024-03-31 $584k 4.9k 118.30
2023-12-31 $604k 5.3k 114.04
2023-09-30 $535k 5.3k 100.93
2023-06-30 $587k 5.5k 107.13
2023-03-31 $573k 5.6k 102.77
2022-12-31 $566k 5.6k 100.80
2022-09-30 $542k 6.0k 90.08
2022-06-30 $589k 6.2k 94.44
2022-03-31 $666k 6.1k 109.70
2021-12-31 $475k 3.0k 156.97
2021-09-30 $659k 6.4k 103.08
2021-06-30 $673k 6.4k 105.27
2021-03-31 $674k 6.6k 101.89
2020-12-31 $587k 6.8k 86.34
2020-09-30 $474k 3.5k 134.93
2020-06-30 $477k 3.6k 132.87
2020-03-31 $405k 3.7k 109.70
2019-12-31 $515k 3.0k 170.70
2019-09-30 $478k 3.0k 159.87
2019-06-30 $477k 3.0k 159.53
2019-03-31 $475k 3.0k 156.97
2018-12-31 $430k 3.1k 138.17

More positions owned by Total Wealth Planning

Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Gl Clean Ene Etf (ICLN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Total Wealth Planning

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
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
Midland Wealth Advisors
Royal Bank of Canada

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