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iShares S&P MidCap 400 Value Index shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial 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 Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.4M 12k 113.46
2024-03-31 $1.4M 12k 118.29
2023-09-30 $1.2M 12k 100.93
2023-06-30 $1.3M 12k 107.13
2023-03-31 $1.2M 12k 102.77
2022-12-31 $1.2M 12k 100.80
2022-09-30 $1.1M 12k 90.01
2022-06-30 $1.1M 12k 94.41
2022-03-31 $1.3M 12k 109.61
2021-12-31 $1.3M 12k 110.69
2021-09-30 $1.2M 12k 103.05
2021-06-30 $1.3M 12k 105.37
2021-03-31 $934k 8.5k 109.78
2020-12-31 $1.0M 12k 86.32
2020-09-30 $1.1M 8.2k 134.83
2020-06-30 $1.1M 8.3k 132.94
2020-03-31 $934k 8.5k 109.78

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial 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