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iShares S&P MidCap 400 Value Index shares owned by Private Ocean

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

Historical chart of Private Ocean 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 Private Ocean 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 Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 8.8k 118.29
2023-12-31 $999k 8.8k 114.04
2023-09-30 $884k 8.8k 100.93
2023-06-30 $938k 8.8k 107.13
2023-03-31 $900k 8.8k 102.77
2022-12-31 $883k 8.8k 100.80
2022-09-30 $788k 8.8k 90.01
2022-06-30 $890k 9.4k 94.35
2022-03-31 $1.2M 11k 109.65
2021-12-31 $1.2M 11k 110.67
2021-09-30 $1.1M 11k 103.04
2021-06-30 $1.1M 11k 105.31
2021-03-31 $1.0M 10k 101.94
2020-12-31 $870k 10k 86.34
2020-09-30 $724k 5.4k 134.87
2020-06-30 $713k 5.4k 132.82
2020-03-31 $601k 5.5k 109.63
2019-12-31 $956k 5.6k 170.87
2019-09-30 $894k 5.6k 159.96
2019-06-30 $891k 5.6k 159.42
2019-03-31 $877k 5.6k 157.00
2018-12-31 $729k 5.3k 138.30
2018-09-30 $881k 5.3k 167.33
2018-06-30 $1.1M 7.0k 161.98
2018-03-31 $1.1M 7.0k 154.45
2017-12-31 $1.1M 7.0k 160.10
2017-09-30 $1.1M 7.0k 152.68
2017-06-30 $1.0M 7.0k 148.59
2017-03-31 $1.0M 7.0k 148.48
2016-12-31 $1.0M 7.0k 145.19
2016-09-30 $925k 7.0k 133.02
2016-06-30 $890k 7.0k 127.98
2016-03-31 $861k 6.9k 123.99
2015-12-31 $811k 6.9k 117.18
2015-09-30 $797k 6.9k 115.47
2015-06-30 $890k 6.9k 128.95
2015-03-31 $903k 6.9k 130.96
2014-12-31 $880k 6.9k 127.87
2014-09-30 $827k 6.9k 120.33
2014-06-30 $871k 6.9k 126.88
2014-03-31 $826k 6.9k 120.46
2013-12-31 $797k 6.9k 116.23

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

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