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

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

Historical chart of Buttonwood 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 Buttonwood 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 Buttonwood Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $213k 1.8k 118.30
2023-12-31 $205k 1.8k 114.05
2023-06-30 $230k 2.1k 107.12

More positions owned by Buttonwood Financial Advisors

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Anheuser Busch Inbev Sa Sponsored Adr (BUD)
Visa Com Cl A (V)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)
Microchip Technology (MCHP)
Markel Corporation (MKL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Buttonwood Financial Advisors

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