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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
2025-09-30 $1.3M 9.8k 129.72
2025-06-30 $1.2M 9.8k 123.58
2025-03-31 $1.4M 12k 119.73
2024-12-31 $1.5M 12k 124.96
2024-09-30 $1.8M 15k 123.62
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)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Technology Select Sector Spdr Technology (XLK)
Apple (AAPL)

View all positions for Wellspring Financial Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Ameriprise Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

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