Wealth Enhancement Advisory Services »

iShares S&P MidCap 400 Value Index shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $12M 97k 123.62
2024-06-30 $11M 97k 113.46
2024-03-31 $12M 103k 118.29
2023-12-31 $12M 109k 114.04
2023-09-30 $10M 99k 100.93
2023-06-30 $234k 2.2k 107.11
2023-03-31 $217k 2.1k 102.75

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Intl Moment (IMTM)
Alps Etf Tr Smith Core Plus (SMTH)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
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

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