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

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

Historical chart of BIP Wealth 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 BIP Wealth 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 BIP Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $9.0M 65k 137.71
2026-06-30 $370k 2.5k 147.73
2026-03-31 $312k 2.4k 132.50

More positions owned by BIP Wealth

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Vanguard Index Fds Mrngstr Val Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Series Trust St Shor Corp Etf (SPSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for BIP Wealth

Top funds holding iShares S&P MidCap 400 Value Index

FMR
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
UBS Group
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
Royal Bank of Canada

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