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iShares S&P MidCap 400 Value Index shares owned by WealthTrust Arizona

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

Historical chart of WealthTrust Arizona 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 WealthTrust Arizona 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 WealthTrust Arizona

Quarter filed Position value Share count Share price at filing
2018-12-31 $56k 403 138.96
2018-09-30 $67k 401 167.08
2015-06-30 $26k 200 130.00
2015-03-31 $26k 200 130.00
2014-12-31 $26k 200 130.00
2014-09-30 $24k 200 120.00

More positions owned by WealthTrust Arizona

Invesco Exchange Traded Fd T dynmc lrg valu (PWV)
Schwab Strategic Tr us lrg cap etf (SCHX)
Invesco Qqq Trust Series 1 (QQQ)
Sch Us Mid-cap Etf etf (SCHM)
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG)
Schwab U S Small Cap ETF (SCHA)
SPDR S&P Dividend (SDY)
Fidelity Bond Etf (FBND)
Invesco Bulletshares 2020 Corp
Vanguard Total Stock Market ETF (VTI)
Vanguard REIT ETF (VNQ)
iShares S&P 500 Index (IVV)
Ishares Tr Msci Usa Momentum Factor (MTUM)
iShares S&P SmallCap 600 Index (IJR)
Apple (AAPL)

View all positions for WealthTrust Arizona

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