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iShares S&P MidCap 400 Value Index shares owned by B&l Asset Management

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

Historical chart of B&l Asset 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 B&l Asset 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 B&l Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 1.8k 129.72
2025-06-30 $233k 1.9k 123.58

More positions owned by B&l Asset Management

Broadcom (AVGO)
Microsoft Corporation (MSFT)
AutoZone (AZO)
TJX Companies (TJX)
Mastercard Incorporated Cl A (MA)
Agnico (AEM)
Ishares Tr Core S&p500 Etf (IVV)
Travelers Companies (TRV)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Raytheon Technologies Corp (RTX)
Alphabet Cap Stk Cl C (GOOG)
Procter & Gamble Company (PG)
Thermo Fisher Scientific (TMO)

View all positions for B&l Asset 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