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iShares S&P MidCap 400 Value Index shares owned by Valley National Advisers

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

Historical chart of Valley National Advisers 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 Valley National Advisers 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 Valley National Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $289k 2.3k 124.57
2024-09-30 $286k 2.3k 123.28
2024-06-30 $265k 2.3k 113.34
2024-03-31 $279k 2.4k 118.07
2023-12-31 $266k 2.3k 113.77
2023-09-30 $236k 2.3k 100.94
2023-06-30 $251k 2.3k 107.36
2023-03-31 $238k 2.3k 101.80
2022-12-31 $250k 2.3k 106.93
2022-09-30 $224k 2.3k 95.81
2022-06-30 $225k 2.3k 96.24
2022-03-31 $256k 2.3k 109.50
2021-12-31 $259k 2.3k 110.78
2021-09-30 $241k 2.3k 103.08
2021-06-30 $246k 2.3k 105.22
2021-03-31 $238k 2.3k 101.80
2020-12-31 $202k 2.3k 86.40
2020-09-30 $158k 1.2k 135.16
2020-06-30 $155k 1.2k 132.59
2020-03-31 $128k 1.2k 109.50
2019-12-31 $200k 1.2k 171.09
2019-09-30 $185k 1.2k 159.48
2019-06-30 $185k 1.2k 159.48
2019-03-31 $182k 1.2k 156.90
2018-12-31 $160k 1.2k 137.93
2018-09-30 $200k 1.2k 167.64
2018-06-30 $195k 1.2k 161.83
2018-03-31 $186k 1.2k 154.36
2017-12-31 $191k 1.2k 160.10
2017-09-30 $182k 1.2k 152.56
2017-06-30 $177k 1.2k 148.37
2017-03-31 $177k 1.2k 148.37
2016-12-31 $173k 1.2k 145.01
2016-09-30 $159k 1.2k 133.28
2016-06-30 $153k 1.2k 128.25
2016-03-31 $148k 1.2k 124.06
2015-12-31 $140k 1.2k 117.35
2015-09-30 $138k 1.2k 115.67
2015-06-30 $154k 1.2k 129.09
2015-03-31 $156k 1.2k 130.76
2014-12-31 $135k 1.2k 116.38

More positions owned by Valley National Advisers

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Msci Usa Quality (GARP)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Total Usd (IUSB)

View all positions for Valley National Advisers

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.
Raymond James Financial
Cullen Frost Bankers
Northern Trust
Financial Engines Advisors L.L.C
Raymond James & Associates
LPL Financial

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