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iShares S&P MidCap 400 Value Index shares owned by ERTS Wealth Advisors

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

Historical chart of ERTS 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 ERTS Wealth 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 ERTS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $586k 5.0k 118.29
2023-12-31 $678k 5.9k 114.04
2023-09-30 $603k 6.0k 100.93
2023-06-30 $685k 6.4k 107.13
2023-03-31 $657k 6.4k 102.77
2022-12-31 $662k 6.6k 100.80
2022-09-30 $399k 4.4k 89.95
2022-06-30 $574k 6.1k 94.44
2019-12-31 $56k 407 137.59
2019-03-31 $56k 407 137.59
2018-12-31 $56k 407 137.59

More positions owned by ERTS Wealth Advisors

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Broad Usd High (USHY)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Apple (AAPL)

View all positions for ERTS Wealth 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