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iShares S&P MidCap 400 Value Index shares owned by Wick Capital Partners

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

Historical chart of Wick Capital Partners 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 Wick Capital Partners 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 Wick Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $251k 2.0k 123.64
2024-06-30 $230k 2.0k 113.47
2024-03-31 $240k 2.0k 118.30
2023-09-30 $221k 2.2k 100.93

More positions owned by Wick Capital Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Blackrock Etf Trust Ii Ishares Larg Cap (IVVB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Wick Capital Partners

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
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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