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iShares S&P MidCap 400 Value Index shares owned by Aufman Associates

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

Historical chart of Aufman Associates 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 Aufman Associates 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 Aufman Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $242k 1.9k 129.72
2025-06-30 $230k 1.9k 123.58
2025-03-31 $223k 1.9k 119.73
2024-12-31 $233k 1.9k 124.96
2024-09-30 $230k 1.9k 123.62

More positions owned by Aufman Associates

Vanguard 500 Index ETF Etf (VOO)
Vanguard Small-Cap Index ETF Etf (VB)
Vanguard Developed Markets Index ETF Etf (VEA)
Seagate Technology Holdings Stock (STX)
Vanguard Mid-Cap Growth Index ETF Etf (VOT)
iShares Core S&P 500 Index ETF Etf (IVV)
Vanguard FTSE All-World ex US Index ETF Etf (VEU)
Berkshire Hathaway Cl B Stock (BRK.B)
Schwab Fundamental US Large Company Index ETF Etf (FNDX)
Minerals Technologies Stock (MTX)
Apple Stock (AAPL)
Alphabet Cl C Stock (GOOG)
Microsoft Stock (MSFT)
Crown Castle Reit (CCI)
Vanguard Total Int'l Stock Index ETF Etf (VXUS)

View all positions for Aufman Associates

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
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

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