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

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

Historical chart of Birchwood Financial 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 Birchwood Financial 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 Birchwood Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $68k 462 147.60
2026-03-31 $61k 460 132.49
2025-12-31 $60k 458 131.71

More positions owned by Birchwood Financial Partners

Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Schwab Fundamental International Equity Etf Etf (FNDF)
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)
Vanguard S&p 500 Etf Etf (VOO)
Apple Stock (AAPL)
Harbor Long-term Growers Etf Etf (WINN)
Donaldson Stock (DCI)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Vanguard Extended Market Etf Etf (VXF)
Microsoft Stock (MSFT)
Unitedhealth Group Stock (UNH)
Ishares Esg Aware Msci Em Etf Etf (ESGE)
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)

View all positions for Birchwood Financial Partners

Top funds holding iShares S&P MidCap 400 Value Index

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