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iShares S&P MidCap 400 Value Index shares owned by Crescent Grove Advisors

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

Historical chart of Crescent Grove 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 Crescent Grove 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 Crescent Grove Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 12k 118.29
2023-12-31 $1.4M 12k 114.04
2023-09-30 $1.2M 12k 101.50
2023-06-30 $1.3M 12k 107.13
2023-03-31 $1.3M 13k 102.77
2022-12-31 $1.3M 13k 100.80
2022-09-30 $893k 9.9k 90.03
2022-06-30 $1.3M 13k 94.42
2022-03-31 $2.9M 27k 109.66
2021-12-31 $1.4M 13k 110.70
2021-09-30 $1.3M 13k 103.05
2021-06-30 $1.2M 12k 105.33
2021-03-31 $1.0M 9.8k 101.98
2020-12-31 $862k 10k 86.29
2020-09-30 $693k 5.1k 134.77
2020-06-30 $2.0M 15k 132.93
2020-03-31 $1.6M 15k 109.72
2019-12-31 $2.6M 15k 170.73
2019-09-30 $2.3M 15k 159.87
2019-06-30 $2.3M 14k 159.45
2019-03-31 $2.2M 14k 156.95
2018-12-31 $7.1M 52k 138.33

More positions owned by Crescent Grove Advisors

Zurn Water Solutions Comm (ZWS)
Dun & Bradstreet Holdings Comm (DNB)
iShares S&P 500 ETF Etf (IVV)
Fidelity National Info Srvcs Comm (FIS)
NCR Voyix Comm (VYX)
CDW Corporation Comm (CDW)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Total Stock Market ETF Etf (VTI)
NCR Atleos Comm (NATL)
iShares Core S&P Small-Cap ETF Etf (IJR)
Intercontinental Comm (ICE)
Apple Comm (AAPL)
Invesco Powershares QQQ ETF Etf (QQQ)
iShares Core S&P Total US Stock Market ETF Etf (ITOT)
iShares Core S&P Mid-Cap ETF Etf (IJH)

View all positions for Crescent Grove 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