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iShares S&P MidCap 400 Value Index shares owned by TSFG

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

Historical chart of TSFG 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 TSFG 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 TSFG

Quarter filed Position value Share count Share price at filing
2024-09-30 $74k 599 123.54
2024-06-30 $68k 598 113.71
2024-03-31 $71k 597 118.93
2023-12-31 $125k 1.1k 114.16
2023-09-30 $92k 915 100.55
2023-06-30 $78k 725 107.59
2023-03-31 $61k 598 102.01
2022-12-31 $60k 598 100.33
2022-09-30 $54k 598 90.30
2022-06-30 $56k 598 93.65
2022-03-31 $66k 598 110.37
2021-12-31 $66k 598 110.37
2021-09-30 $51k 498 102.41
2021-06-30 $52k 498 104.42
2021-03-31 $51k 498 102.41
2020-12-31 $43k 498 86.35
2020-09-30 $34k 249 136.55
2020-06-30 $33k 249 132.53
2020-03-31 $27k 249 108.43
2019-12-31 $43k 249 172.69
2019-09-30 $41k 256 160.16
2019-06-30 $42k 262 160.31
2019-03-31 $41k 262 156.49

More positions owned by TSFG

Ishares Russell MF Closed and MF Open (IWF)
Vanguard Total MF Closed and MF Open (VTI)
Spdr Portfolio MF Closed and MF Open (SPYV)
Abbvie Common Stock (ABBV)
Vanguard S&p MF Closed and MF Open (VOO)
Sector Technology MF Closed and MF Open (XLK)
Invesco Exchange MF Closed and MF Open (SPHQ)
Blackrock U S MF Closed and MF Open (DYNF)
Apple Common Stock (AAPL)
SPDR S&P MF Closed and MF Open (SPY)
Spdr Portfolio MF Closed and MF Open (SPAB)
Abbott Laboratories Common Stock (ABT)
Spdr Intermediate MF Closed and MF Open (SPTI)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)

View all positions for TSFG

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