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iShares S&P MidCap 400 Value Index shares owned by American Wealth Advisors

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

Historical chart of American Wealth Advisors 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 American Wealth Advisors 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 American Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $600k 4.6k 131.59

More positions owned by American Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr North Amern Nat (IGE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for American Wealth Advisors

Top funds holding iShares S&P MidCap 400 Value Index

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

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