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iShares S&P MidCap 400 Value Index shares owned by PFS Partners

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

Historical chart of PFS Partners 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 PFS Partners 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 PFS Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $144k 1.2k 118.29
2023-12-31 $139k 1.2k 114.04
2023-09-30 $151k 1.5k 100.93
2023-06-30 $161k 1.5k 107.13
2023-03-31 $154k 1.5k 102.77
2022-12-31 $151k 1.5k 100.80
2022-09-30 $135k 1.5k 90.00
2022-06-30 $141k 1.5k 94.41
2022-03-31 $164k 1.5k 109.64
2021-12-31 $168k 1.5k 110.70

More positions owned by PFS Partners

Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
American Intl Group Com New (AIG)
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Select Sector Spdr Tr Financial (XLF)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Exxon Mobil Corporation (XOM)
HEICO Corporation (HEI)

View all positions for PFS Partners

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