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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
2024-03-31 $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)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core Total Usd (IUSB)
Lam Research Corporation (LRCX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Comcast Corp Cl A (CMCSA)
Lockheed Martin Corporation (LMT)
Amazon (AMZN)

View all positions for Valley National Advisers

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Evensky & Katz
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co

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