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

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

Historical chart of BKM Wealth Management 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 BKM Wealth Management 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 BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 41k 129.72
2025-06-30 $5.1M 41k 123.58
2025-03-31 $4.9M 41k 119.73
2024-12-31 $5.2M 42k 124.96
2024-09-30 $5.2M 42k 123.62
2024-06-30 $4.9M 43k 113.46
2024-03-31 $4.8M 41k 118.29
2023-12-31 $4.5M 39k 114.04

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Mid Cap Etf (VO)
Broadcom (AVGO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Uscf Etf Tr Summerhaven K1 (SDCI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for BKM Wealth Management

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