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iShares S&P MidCap 400 Value Index shares owned by Old Second Wealth Management

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

Historical chart of Old Second Wealth Management 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 Old Second Wealth Management 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 Old Second Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $21k 176 118.29
2023-12-31 $20k 176 114.04
2023-09-30 $18k 176 100.93
2023-06-30 $19k 176 107.13
2023-03-31 $18k 176 102.77
2022-12-31 $18k 176 100.80
2022-09-30 $16k 176 90.91
2022-06-30 $17k 176 96.59
2022-03-31 $19k 176 107.95
2021-12-31 $15k 176 85.23
2021-09-30 $18k 176 102.27
2021-06-30 $19k 176 107.95
2021-03-31 $18k 176 102.27
2020-12-31 $15k 176 85.23
2020-09-30 $12k 88 136.36
2020-06-30 $12k 88 136.36
2020-03-31 $10k 88 113.64
2019-12-31 $15k 88 170.45
2019-09-30 $14k 88 159.09
2019-06-30 $14k 88 159.09
2019-03-31 $14k 88 159.09
2018-12-31 $12k 88 136.36
2018-09-30 $15k 88 170.45
2018-06-30 $14k 88 159.09
2018-03-31 $14k 88 159.09
2017-12-31 $14k 88 159.09
2017-09-30 $13k 88 147.73
2017-06-30 $13k 88 147.73
2017-03-31 $13k 88 147.73
2016-12-31 $13k 88 147.73
2016-09-30 $12k 88 136.36
2016-06-30 $11k 88 125.00
2016-03-31 $11k 88 125.00
2015-12-31 $10k 88 113.64
2015-09-30 $10k 88 113.64
2015-06-30 $11k 88 125.00
2015-03-31 $12k 88 136.36
2014-12-31 $11k 88 125.00

More positions owned by Old Second Wealth Management

iShares S&P MidCap 400 Index (IJH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard European ETF (VGK)
Matthews Intl Fds (ASIA)
Global X S&p 500 Covered Call Etf etf (XYLD)
Bsco etf (BSCO)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Alphabet Inc Class A cs (GOOGL)
Broadcom (AVGO)
Franklin Templeton Etf Tr franklin india (FLIN)
Eli Lilly & Co. (LLY)
BlackRock (BLK)
Amazon (AMZN)

View all positions for Old Second Wealth Management

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