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iShares S&P MidCap 400 Value Index shares owned by Keel Point

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

Historical chart of Keel Point 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 Keel Point 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 Keel Point

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 9.4k 118.29
2023-12-31 $1.1M 9.4k 114.04
2023-09-30 $945k 9.4k 100.93
2023-06-30 $1.0M 9.4k 107.13
2020-03-31 $243k 2.2k 109.86
2019-12-31 $378k 2.2k 170.89
2019-09-30 $431k 2.7k 160.04
2019-06-30 $429k 2.7k 159.30
2019-03-31 $448k 2.9k 157.03
2018-12-31 $395k 2.9k 138.45
2018-09-30 $477k 2.9k 167.19

More positions owned by Keel Point

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)
Vanguard World Mega Cap Index (MGC)

View all positions for Keel Point

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