iShares S&P MidCap 400 Value Index shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth 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 Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Value Index by Core Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $7.1k | 60 | 118.30 |
2023-09-30 | $11k | 111 | 100.94 |
2023-06-30 | $12k | 111 | 107.14 |
Top funds holding iShares S&P MidCap 400 Value Index
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