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

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

Historical chart of WealthStone 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 WealthStone 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 WealthStone

Quarter filed Position value Share count Share price at filing
2021-03-31 $530k 5.2k 101.90
2020-12-31 $453k 5.2k 86.30
2020-09-30 $374k 2.8k 134.73
2020-06-30 $343k 2.6k 132.94
2020-03-31 $283k 2.6k 109.86
2019-12-31 $650k 3.8k 171.28
2019-09-30 $607k 3.8k 159.95
2019-06-30 $605k 3.8k 159.47

More positions owned by WealthStone

Ishares TRUST Equities (MUB)
Ishares Core S&P 500 ETF Equities (IVV)
Ishares BarCap Aggregate Bond Index Equities (AGG)
Ishares Russell 1000 Index Equities (IWB)
Goldman Sachs Acss Invmt Grd Corp Bd ETF Equities (GIGB)
Vanguard Corp Bond Etf Equities (VCIT)
Microsoft Corp. Equities (MSFT)
Amazon Equities (AMZN)
Ishares Core S&P Small-Cap ETF Equities (IJR)
Ncino Equities
Facebook Inc Class A Equities (META)
Shyft Group Equities (SHYF)
Google Inc Class A Equities (GOOGL)
Johnson & Johnson Equities (JNJ)
Google Inc Class C Equities (GOOG)

View all positions for WealthStone

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