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

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

Historical chart of Calamos 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 Calamos 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 Calamos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $326k 2.5k 129.72
2025-06-30 $327k 2.6k 123.58
2025-03-31 $299k 2.5k 119.73
2024-12-31 $214k 1.7k 124.96
2024-09-30 $203k 1.6k 123.62

More positions owned by Calamos Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Russell 3000 Etf (IWV)
Broadcom (AVGO)
Ishares Tr Msci Acwi Ex Us (ACWX)
Meta Platforms Cl A (META)
Victory Portfolios Ii Core Intermediat (UITB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Calamos 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