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iShares S&P MidCap 400 Value Index shares owned by CFS Investment Advisory Services

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by CFS Investment Advisory Services from 13F filings

Historical chart of CFS Investment Advisory Services 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 CFS Investment Advisory Services 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 CFS Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.6M 36k 100.92
2023-06-30 $4.1M 38k 107.13
2023-03-31 $3.9M 38k 102.76
2022-09-30 $646k 3.7M 0.18
2022-06-30 $4.0M 42k 94.40
2022-03-31 $231k 4.6M 0.05
2021-12-31 $4.4M 42k 106.18
2021-09-30 $4.2M 41k 103.03
2020-12-31 $3.6M 41k 86.31

More positions owned by CFS Investment Advisory Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for CFS Investment Advisory Services

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