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iShares S&P MidCap 400 Value Index shares owned by Boston Financial Mangement

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

Historical chart of Boston Financial Mangement 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 Boston Financial Mangement 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 Boston Financial Mangement

Quarter filed Position value Share count Share price at filing
2024-03-31 $230k 1.9k 118.29
2023-06-30 $209k 1.9k 107.13
2023-03-31 $211k 2.1k 102.77
2022-12-31 $209k 2.1k 100.80
2022-03-31 $212k 1.9k 109.45
2021-12-31 $225k 2.0k 110.46
2021-09-30 $210k 2.0k 103.09
2021-06-30 $236k 2.2k 105.50
2021-03-31 $242k 2.4k 101.72
2020-06-30 $118k 891 132.44

More positions owned by Boston Financial Mangement

Microsoft Corporation (MSFT)
Watsco, Incorporated (WSO)
Apple (AAPL)
Copart (CPRT)
Fair Isaac Corporation (FICO)
Broadridge Financial Solutions (BR)
Visa Com Cl A (V)
Sherwin-Williams Company (SHW)
Mastercard Incorporated Cl A (MA)
Cme (CME)
W.R. Berkley Corporation (WRB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Brown & Brown (BRO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ferguson SHS (FERG)

View all positions for Boston Financial Mangement

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
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
Raymond James & Associates
Cullen Frost Bankers
Northern Trust
Northwestern Mutual Wealth Management Company
Evensky & Katz

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