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iShares S&P MidCap 400 Value Index shares owned by Adamsbrown Wealth Consultants

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

Historical chart of Adamsbrown Wealth Consultants 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 Adamsbrown Wealth Consultants 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 Adamsbrown Wealth Consultants

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 1.4k 147.73

More positions owned by Adamsbrown Wealth Consultants

Capital Group Growth Etf Shs Creat Unit (CGGR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust St Str P500etf (SPYM)
Mfs Active Exchange Traded F Blend Intl Etf (BRIE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
Putnam Etf Trust Focused Lar Cap (PVAL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Ea Series Trust Freedom 100 Em (FRDM)
Vaneck Etf Trust Pharmaceutcl Etf (PPH)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
American Centy Etf Tr Avantis Intl Sml (AVDS)

View all positions for Adamsbrown Wealth Consultants

Top funds holding iShares S&P MidCap 400 Value Index

FMR
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
LPL Financial
Cullen Frost Bankers
Northern Trust
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Ameriprise Financial

View all funds holding iShares S&P MidCap 400 Value Index