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

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

Historical chart of Waypoint Capital 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 Waypoint Capital 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 Waypoint Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $322k 2.6k 123.62
2024-06-30 $296k 2.6k 113.46
2024-03-31 $309k 2.6k 118.29
2023-12-31 $297k 2.6k 114.04
2023-09-30 $208k 2.1k 100.93

More positions owned by Waypoint Capital Advisors

American Centy Etf Tr Intl Eqt Etf (AVDE)
Apogee Therapeutics (APGE)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Us Larg (AVLC)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
American Centy Etf Tr Avantis Us Small (AVSC)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Waypoint Capital Advisors

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