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

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

Historical chart of BBR 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 BBR 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 BBR Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $259k 2.0k 129.72

More positions owned by BBR Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Ishares Tr Core S&p500 Etf (IVV)
United Parcel Service CL B (UPS)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Kkr & Co Cl A (KKR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard World Fds Inf Tech Etf (VGT)
Philip Morris International (PM)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Trust Gold Shs (GLD)
Exchange Listed Fds Tr Long Pond Real E (LPRE)

View all positions for BBR Partners

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
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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